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 | |
|---|---|---|---|---|---|---|
901
Silicon Laboratories
SLAB
$6.69B
| $903K | ﹤0.01% |
6,912
+762
|
|
||
902
CACI
CACI
$13.4B
| $900K | ﹤0.01% |
+1,689
|
|
||
903
Avis
CAR
$3.55B
| $896K | ﹤0.01% |
6,980
-3,903
|
|
||
904
Worthington Enterprises
WOR
$2.35B
| $895K | ﹤0.01% |
+17,364
|
|
||
905
SM Energy
SM
$6.39B
| $889K | ﹤0.01% |
47,514
-434,636
|
|
||
906
Avient
AVNT
$3.14B
| $878K | ﹤0.01% |
+28,096
|
|
||
907
Verra Mobility
VRRM
$2.26B
| $869K | ﹤0.01% |
+38,774
|
|
||
908
Exelon
EXC
$51B
| $861K | ﹤0.01% |
+19,751
|
|
||
909
Eaton
ETN
$138B
| $857K | ﹤0.01% |
2,691
-4,579
|
|
||
910
Steris
STE
$21B
| $852K | ﹤0.01% |
3,361
-5,355
|
|
||
911
ESCO Technologies
ESE
$6.83B
| $852K | ﹤0.01% |
+4,360
|
|
||
912
ABM Industries
ABM
$2.27B
| $834K | ﹤0.01% |
19,711
-11,968
|
|
||
913
Leggett & Platt
LEG
$1.38B
| $821K | ﹤0.01% |
74,628
-252,740
|
|
||
914
Sportradar
SRAD
$5.52B
| $808K | ﹤0.01% |
+33,997
|
|
||
915
MSC Industrial Direct
MSM
$5.09B
| $798K | ﹤0.01% |
+9,489
|
|
||
916
Pricesmart
PSMT
$4.58B
| $797K | ﹤0.01% |
6,499
+4,805
|
|
||
917
Ligand Pharmaceuticals
LGND
$4.05B
| $795K | ﹤0.01% |
4,207
+2,919
|
|
||
918
Hertz
HTZ
$1.22B
| $782K | ﹤0.01% |
152,231
-243,101
|
|
||
919
United Natural Foods
UNFI
$2.54B
| $770K | ﹤0.01% |
22,877
+3,236
|
|
||
920
Palomar
PLMR
$3.21B
| $763K | ﹤0.01% |
5,661
-24,670
|
|
||
921
Clorox
CLX
$13.4B
| $760K | ﹤0.01% |
7,539
-11,894
|
|
||
922
Rio Tinto
RIO
$143B
| $757K | ﹤0.01% |
9,462
+5,389
|
|
||
923
Planet Fitness
PLNT
$5.87B
| $746K | ﹤0.01% |
6,876
-30,982
|
|
||
924
Plug Power
PLUG
$3B
| $744K | ﹤0.01% |
+377,552
|
|
||
|
BCPC
925
Balchem Corp
BCPC
$5.41B
| $737K | ﹤0.01% |
+4,806
|
|