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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.22M 0.08%
41,505
+4,600
52
$8.99M 0.07%
468,514
+161,600
53
$8.95M 0.07%
347,582
+186,379
54
$8.9M 0.07%
+133,288
55
$8.85M 0.07%
281,328
-327,500
56
$8.67M 0.07%
170,946
+107,046
57
$8.49M 0.07%
67,641
+46,600
58
$8.47M 0.07%
327,488
+41,800
59
$8.44M 0.07%
225,400
+159,300
60
$8.22M 0.07%
6,900
+5,700
61
$8.22M 0.07%
+32,509
62
$8.17M 0.07%
86,100
+74,300
63
$8.06M 0.07%
+212,835
64
$7.73M 0.06%
147,594
+21,471
65
$7.66M 0.06%
+50,371
66
$7.65M 0.06%
336,861
+33,761
67
$7.5M 0.06%
99,888
-42,800
68
$7.49M 0.06%
158,858
+78,300
69
$7.41M 0.06%
200,804
+80,057
70
$7.41M 0.06%
339,354
+287,354
71
$7.03M 0.06%
+61,830
72
$7.01M 0.06%
242,000
-24,100
73
$6.95M 0.06%
128,938
-20,838
74
$6.9M 0.06%
174,500
+156,500
75
$6.81M 0.06%
54,295
+47,675