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
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$27.9M
3
+$27.2M
4
POT
Potash Corp Of Saskatchewan
POT
+$21.3M
5
EMN icon
Eastman Chemical
EMN
+$18.5M

Top Sells

1
+$393M
2
+$59.9M
3
+$30.5M
4
RTX icon
RTX Corp
RTX
+$21.8M
5
FOSL icon
Fossil Group
FOSL
+$21.2M

Sector Composition

1 Technology 2.42%
2 Energy 2.21%
3 Materials 2.04%
4 Healthcare 1.26%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.08%
16,768
+10,800
52
$10.2M 0.08%
123,900
+30,400
53
$10.2M 0.08%
100,500
+6,200
54
$10.1M 0.08%
1,240,000
+297,900
55
$10.1M 0.08%
431,700
+163,900
56
$10M 0.08%
529,474
+98,248
57
$9.99M 0.08%
447,610
-566,188
58
$9.8M 0.08%
+103,466
59
$9.02M 0.07%
208,800
-15,000
60
$8.99M 0.07%
88,144
+67,200
61
$8.49M 0.07%
315,200
+191,487
62
$8.49M 0.07%
395,558
-297,956
63
$8.45M 0.07%
+92,287
64
$8.42M 0.07%
561,610
-21,513
65
$8.36M 0.07%
169,328
+28,900
66
$8.32M 0.07%
120,953
+73,500
67
$8.09M 0.06%
167,699
+41,178
68
$8.04M 0.06%
76,580
+25,600
69
$8.02M 0.06%
91,503
+69,900
70
$7.93M 0.06%
318,791
+41,800
71
$7.87M 0.06%
168,265
-95,100
72
$7.85M 0.06%
47,138
-11,948
73
$7.75M 0.06%
+168,400
74
$7.56M 0.06%
81,522
+18,042
75
$7.51M 0.06%
131,728
-12,200
1 2
3
4 5