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
$10.5B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$187M
3
+$93.4M
4
TAP icon
Molson Coors Class B
TAP
+$27.4M
5
UNH icon
UnitedHealth
UNH
+$26.2M

Top Sells

1
+$176M
2
+$46.5M
3
+$21.1M
4
INTC icon
Intel
INTC
+$20.7M
5
JNPR
Juniper Networks
JNPR
+$20.3M

Sector Composition

1 Energy 2.75%
2 Technology 2.62%
3 Consumer Discretionary 2.44%
4 Financials 1.98%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.13%
205,600
+187,039
52
$13.3M 0.13%
1,596,198
+462,198
53
$12.9M 0.12%
70,989
-35,605
54
$12.9M 0.12%
284,900
+66,300
55
$12.8M 0.12%
332,493
+86,997
56
$12.7M 0.12%
309,885
+269,469
57
$12.3M 0.12%
903,895
+194,776
58
$12M 0.11%
352,079
+12,915
59
$11.8M 0.11%
197,428
+47,500
60
$11.8M 0.11%
249,175
+217,275
61
$11.5M 0.11%
100,000
+75,300
62
$11.3M 0.11%
107,489
-145,141
63
$11.3M 0.11%
144,118
+41,926
64
$11.1M 0.11%
249,307
-72,176
65
$10.9M 0.1%
154,120
+94,994
66
$10.8M 0.1%
+281,200
67
$10.8M 0.1%
256,381
+70,449
68
$10.7M 0.1%
74,604
-75
69
$10.6M 0.1%
275,528
+33,700
70
$10.5M 0.1%
+121,400
71
$10.4M 0.1%
+187,900
72
$10.4M 0.1%
366,298
-719,258
73
$10.1M 0.1%
+765,947
74
$9.9M 0.09%
1,299,800
-115,500
75
$9.8M 0.09%
140,580
-14,900
1 2
3
4 5