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
$7.47B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$21.7M
3
+$21.6M
4
KSS icon
Kohl's
KSS
+$20M
5
EXC icon
Exelon
EXC
+$19.5M

Top Sells

1
+$1.5B
2
+$841M
3
+$44.1M
4
AAPL icon
Apple
AAPL
+$28.3M
5
CMG icon
Chipotle Mexican Grill
CMG
+$17.4M

Sector Composition

1 Technology 4.32%
2 Materials 3.47%
3 Consumer Discretionary 3.19%
4 Energy 2.92%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.17%
+239,500
52
$12.4M 0.17%
263,830
+245,866
53
$12.3M 0.17%
1,889,370
+1,712,000
54
$11.8M 0.16%
+1,316,415
55
$11.6M 0.15%
+369,675
56
$11.4M 0.15%
444,379
+24,127
57
$11.4M 0.15%
144,800
+13,300
58
$11.3M 0.15%
235,900
+18,100
59
$11.3M 0.15%
152,100
-79,668
60
$11.3M 0.15%
103,900
+86,600
61
$11.1M 0.15%
888,861
-60,500
62
$11.1M 0.15%
167,685
-20,034
63
$11M 0.15%
150,900
+8,500
64
$10.9M 0.15%
594,189
+449,200
65
$10.9M 0.15%
+123,985
66
$10.9M 0.15%
364,376
+280,996
67
$10.4M 0.14%
306,300
-11,100
68
$10.3M 0.14%
990,071
+574,826
69
$10.1M 0.14%
358,732
+28,137
70
$10.1M 0.13%
377,800
-472,000
71
$10M 0.13%
625,274
-70,215
72
$9.94M 0.13%
+847,135
73
$9.68M 0.13%
+378,120
74
$9.65M 0.13%
187,971
+148,400
75
$9.47M 0.13%
392,019
+144,822
1 2
3
4 5