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
$12.8B
AUM Growth
-$514M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$77.8M
3
+$19.6M
4
RTX icon
RTX Corp
RTX
+$14.9M
5
UPS icon
United Parcel Service
UPS
+$14.7M

Top Sells

1
+$363M
2
+$35.6M
3
+$15.1M
4
VTR icon
Ventas
VTR
+$14.6M
5
CAG icon
Conagra Brands
CAG
+$12.8M

Sector Composition

1 Technology 2.59%
2 Energy 1.96%
3 Materials 1.29%
4 Consumer Discretionary 1.01%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.76M 0.07%
189,357
+16,900
52
$8.74M 0.07%
267,800
-37,385
53
$8.73M 0.07%
311,044
-103,186
54
$8.66M 0.07%
447,676
+145,186
55
$8.43M 0.07%
59,086
+31,700
56
$8.17M 0.06%
192,970
-58,409
57
$8.13M 0.06%
94,300
+12,100
58
$8.1M 0.06%
34,211
+10,394
59
$8.04M 0.06%
276,991
+94,833
60
$7.99M 0.06%
+6,900
61
$7.97M 0.06%
121,116
-134,084
62
$7.93M 0.06%
143,928
-6,782
63
$7.9M 0.06%
313,780
-181,400
64
$7.87M 0.06%
764,400
+356,800
65
$7.75M 0.06%
515,794
+348,500
66
$7.7M 0.06%
386,261
+44,200
67
$7.42M 0.06%
138,684
+108,800
68
$7.35M 0.06%
210,396
+131,200
69
$7.23M 0.06%
1,205,000
+423,600
70
$7.12M 0.06%
466,272
+439,878
71
$7.1M 0.06%
93,303
+74,086
72
$7.1M 0.06%
187,816
+92,662
73
$7M 0.05%
249,935
-55,981
74
$6.91M 0.05%
140,428
+11,000
75
$6.85M 0.05%
159,347
-113,300
1 2
3
4 5