Ray Dalio

Ray Dalio Bridgewater Associates

AUM $25.5B
1-Year Est. Return 29.73%
 

Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.

This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$23.8M
3
+$20.4M
4
CTXS
Citrix Systems Inc
CTXS
+$17.2M
5
LVS icon
Las Vegas Sands
LVS
+$17.1M

Top Sells

1
+$277M
2
+$29M
3
+$20.6M
4
INTC icon
Intel
INTC
+$16.7M
5
VLO icon
Valero Energy
VLO
+$14.2M

Sector Composition

1 Technology 2.39%
2 Energy 2.15%
3 Materials 1.21%
4 Healthcare 0.97%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.54M 0.08%
351,976
-234,441
52
$9.3M 0.07%
+158,938
53
$9.15M 0.07%
51,817
-30,719
54
$9.14M 0.07%
56,630
+13,303
55
$8.95M 0.07%
149,776
+59,438
56
$8.75M 0.07%
379,926
+157,800
57
$8.47M 0.07%
102,880
-76,800
58
$8.31M 0.07%
206,342
+185,268
59
$8.19M 0.07%
+115,378
60
$8.17M 0.07%
97,400
+5,462
61
$8.17M 0.07%
165,629
-9,071
62
$8.15M 0.07%
106,343
+31,800
63
$7.85M 0.06%
+342,345
64
$7.85M 0.06%
332,751
+286,385
65
$7.61M 0.06%
266,100
+1,100
66
$7.59M 0.06%
132,345
+86,800
67
$7.46M 0.06%
85,586
-1,993
68
$7.42M 0.06%
860,500
+400,000
69
$7.39M 0.06%
104,700
-26,100
70
$7.36M 0.06%
126,123
+70,247
71
$7.26M 0.06%
95,150
+44,700
72
$7.18M 0.06%
190,185
+66,285
73
$7.17M 0.06%
36,905
+1,600
74
$7.11M 0.06%
157,100
-20,000
75
$6.77M 0.05%
80,483
+69,799
1 2
3
4 5