Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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 Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
PTC Therapeutics
PTCT
$5.34B
| $1.23M | ﹤0.01% |
16,229
+4,291
|
|
||
852
McGrath RentCorp
MGRC
$2.55B
| $1.23M | ﹤0.01% |
11,733
+7,781
|
|
||
853
Franklin Electric
FELE
$4.02B
| $1.21M | ﹤0.01% |
12,674
-14,368
|
|
||
854
Pentair
PNR
$14.4B
| $1.2M | ﹤0.01% |
+11,489
|
|
||
855
Veracyte
VCYT
$2.55B
| $1.2M | ﹤0.01% |
+28,394
|
|
||
856
GE HealthCare
GEHC
$32.3B
| $1.19M | ﹤0.01% |
14,482
-696
|
|
||
857
Mohawk Industries
MHK
$6.3B
| $1.18M | ﹤0.01% |
+10,785
|
|
||
858
Advance Auto Parts
AAP
$3.11B
| $1.18M | ﹤0.01% |
+29,980
|
|
||
859
ICL Group
ICL
$6.93B
| $1.18M | ﹤0.01% |
206,034
+92,292
|
|
||
860
TripAdvisor
TRIP
$1.06B
| $1.17M | ﹤0.01% |
80,581
-338,839
|
|
||
861
TTM Technologies
TTMI
$9.37B
| $1.15M | ﹤0.01% |
+16,662
|
|
||
862
Avnet
AVT
$4.89B
| $1.15M | ﹤0.01% |
+23,856
|
|
||
863
ManpowerGroup
MAN
$1.2B
| $1.14M | ﹤0.01% |
+38,401
|
|
||
864
Rush Enterprises Class A
RUSHA
$4.75B
| $1.14M | ﹤0.01% |
21,107
+17,165
|
|
||
865
Under Armour
UAA
$2.76B
| $1.13M | ﹤0.01% |
228,353
-103,319
|
|
||
866
Mercury Systems
MRCY
$4.69B
| $1.13M | ﹤0.01% |
+15,469
|
|
||
867
West Pharmaceutical
WST
$17B
| $1.12M | ﹤0.01% |
+4,073
|
|
||
|
MZTI
868
The Marzetti Company
MZTI
$4.15B
| $1.11M | ﹤0.01% |
6,773
+3,364
|
|
||
869
Mueller Water Products
MWA
$4.34B
| $1.08M | ﹤0.01% |
45,157
+33,770
|
|
||
|
FYBR
870
DELISTED
Frontier Communications
FYBR
| $1.06M | ﹤0.01% |
+27,890
|
|
||
871
PBF Energy
PBF
$5.09B
| $1.06M | ﹤0.01% |
38,943
-145,223
|
|
||
872
Solventum
SOLV
$11.6B
| $1.05M | ﹤0.01% |
13,310
-41,376
|
|
||
873
Hafnia
HAFN
$3.33B
| $1.03M | ﹤0.01% |
+193,026
|
|
||
874
First American
FAF
$6.69B
| $1.02M | ﹤0.01% |
16,669
+7,706
|
|
||
875
Copart
CPRT
$32.8B
| $1.02M | ﹤0.01% |
+26,058
|
|