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
$10.2B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.23B
2
+$392M
3
+$144M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$60.2M
5
AAPL icon
Apple
AAPL
+$25.5M

Top Sells

1
+$45.1M
2
+$17.6M
3
+$17.5M
4
GG
Goldcorp Inc
GG
+$16.7M
5
MET icon
MetLife
MET
+$16.5M

Sector Composition

1 Technology 3.47%
2 Energy 2.95%
3 Consumer Discretionary 2.32%
4 Healthcare 2.04%
5 Materials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.6M 0.12%
109,287
+2,300
52
$12.4M 0.12%
292,606
+211,606
53
$12.2M 0.12%
444,625
-203,745
54
$11.8M 0.12%
154,998
-43,232
55
$11.7M 0.12%
709,119
-1,010,206
56
$11.5M 0.11%
57,457
+26,900
57
$11.2M 0.11%
87,200
+48,200
58
$10.9M 0.11%
149,571
+142,755
59
$10.8M 0.11%
+188,118
60
$10.6M 0.1%
157,156
-44,500
61
$10.5M 0.1%
171,858
+74,696
62
$10.5M 0.1%
192,006
-25,189
63
$10.5M 0.1%
149,928
+25,800
64
$10.5M 0.1%
+1,134,000
65
$10.4M 0.1%
144,000
+90,200
66
$10.4M 0.1%
218,600
+89,800
67
$10.4M 0.1%
64,000
+30,200
68
$10.4M 0.1%
465,605
+105,792
69
$10.1M 0.1%
185,932
-273,095
70
$9.94M 0.1%
367,874
-477,327
71
$9.85M 0.1%
155,480
+6,100
72
$9.8M 0.1%
245,496
-23,348
73
$9.74M 0.1%
1,028,800
+218,000
74
$9.62M 0.09%
357,335
-210,829
75
$9.5M 0.09%
241,828
+152,600
1 2
3
4 5