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
$16.5B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$44.9M
3
+$43.7M
4
SLB icon
SLB Ltd
SLB
+$40.5M
5
NFLX icon
Netflix
NFLX
+$35.9M

Top Sells

1
+$73.6M
2
+$71.2M
3
+$49.9M
4
TW icon
Tradeweb Markets
TW
+$48.3M
5
V icon
Visa
V
+$38.9M

Sector Composition

1 Consumer Staples 26.54%
2 Healthcare 20.27%
3 Consumer Discretionary 12.77%
4 Technology 5.34%
5 Financials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.7M 0.38%
201,682
-55,888
52
$63.3M 0.38%
221,277
+59,663
53
$62.8M 0.38%
158,516
+3,711
54
$60.1M 0.36%
238,961
+15,479
55
$59.1M 0.36%
1,405,418
+129,160
56
$57.3M 0.35%
541,250
+123,879
57
$56.1M 0.34%
601,363
+183,141
58
$55.2M 0.33%
180,848
+22,053
59
$55.1M 0.33%
158,349
-17,964
60
$54.9M 0.33%
732,511
-13,199
61
$53.7M 0.32%
1,619,567
-166,015
62
$52.9M 0.32%
800,286
-114,235
63
$51.9M 0.31%
1,543,440
-160,989
64
$51.5M 0.31%
257,179
-18,789
65
$51.1M 0.31%
116,831
+9,096
66
$50M 0.3%
60,749
-40,184
67
$47.7M 0.29%
340,478
-43,168
68
$47M 0.28%
843,141
-40,114
69
$45.6M 0.28%
493,597
+298
70
$45.5M 0.28%
726,670
+403,540
71
$45.4M 0.27%
678,736
+40,717
72
$45.3M 0.27%
421,060
+134,506
73
$45M 0.27%
1,288,243
-87,400
74
$44.9M 0.27%
+540,410
75
$44.8M 0.27%
1,090,012
+313,215
1 2
3
4 5