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 | |
|---|---|---|---|---|---|---|
876
Clarivate
CLVT
$1.65B
| $1.02M | ﹤0.01% |
+304,589
|
|
||
877
Flowers Foods
FLO
$1.86B
| $1.02M | ﹤0.01% |
93,480
+45,958
|
|
||
878
Advanced Energy
AEIS
$11.4B
| $1.02M | ﹤0.01% |
4,849
-4,624
|
|
||
879
Insperity
NSP
$761M
| $1.01M | ﹤0.01% |
+26,210
|
|
||
880
Perrigo
PRGO
$1.28B
| $1.01M | ﹤0.01% |
+72,615
|
|
||
881
Boston Beer
SAM
$2.42B
| $1.01M | ﹤0.01% |
5,163
-5,662
|
|
||
882
NVR
NVR
$18.1B
| $1.01M | ﹤0.01% |
138
-33
|
|
||
883
Interparfums
IPAR
$2.93B
| $1.01M | ﹤0.01% |
11,851
+7,142
|
|
||
884
Tyson Foods
TSN
$21.2B
| $1M | ﹤0.01% |
17,118
-15,154
|
|
||
885
Hologic
HOLX
$16.8B
| $1M | ﹤0.01% |
13,448
-10,124
|
|
||
886
California Resources
CRC
$5.45B
| $1M | ﹤0.01% |
+22,387
|
|
||
887
Doximity
DOCS
$4.5B
| $1M | ﹤0.01% |
+22,589
|
|
||
|
LTM
888
LATAM Airlines Group S.A.
LTM
$13.7B
| $996K | ﹤0.01% |
18,446
+7,813
|
|
||
889
FirstEnergy
FE
$29.6B
| $990K | ﹤0.01% |
22,105
-74,161
|
|
||
890
Amgen
AMGN
$197B
| $988K | ﹤0.01% |
3,020
-8,275
|
|
||
891
Zurn Elkay Water Solutions
ZWS
$7.63B
| $984K | ﹤0.01% |
+21,173
|
|
||
892
Freshpet
FRPT
$3.76B
| $980K | ﹤0.01% |
16,076
+3,152
|
|
||
893
Thermo Fisher Scientific
TMO
$173B
| $977K | ﹤0.01% |
+1,686
|
|
||
894
Erie Indemnity
ERIE
$12.9B
| $974K | ﹤0.01% |
+3,397
|
|
||
895
Select Medical
SEM
$2.02B
| $968K | ﹤0.01% |
65,173
+24,021
|
|
||
896
Artisan Partners
APAM
$2.5B
| $954K | ﹤0.01% |
23,411
+16,792
|
|
||
897
Ametek
AME
$49.1B
| $946K | ﹤0.01% |
4,608
-31,589
|
|
||
898
Ryder
R
$7.41B
| $942K | ﹤0.01% |
4,921
-4,423
|
|
||
899
MGIC Investment
MTG
$5.6B
| $937K | ﹤0.01% |
32,072
+3,619
|
|
||
900
First Majestic Silver
AG
$11.1B
| $914K | ﹤0.01% |
+54,838
|
|