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 | |
|---|---|---|---|---|---|---|
76
Grab
GRAB
$15.2B
| $57.6M | 0.21% |
11,534,093
-3,642,953
|
|
||
77
Ryanair
RYAAY
$32.1B
| $57.4M | 0.21% |
795,029
-185,569
|
|
||
78
Regeneron Pharmaceuticals
REGN
$78.8B
| $56.1M | 0.2% |
72,745
-162,636
|
|
||
79
Bank of America
BAC
$335B
| $55.6M | 0.2% |
1,010,393
+439,309
|
|
||
80
Dynatrace
DT
$11.4B
| $55.3M | 0.2% |
1,276,248
+20,165
|
|
||
81
McKesson
MCK
$115B
| $55.3M | 0.2% |
67,413
+11,274
|
|
||
82
Autodesk
ADSK
$53B
| $54.5M | 0.2% |
184,199
+31,656
|
|
||
83
GE Aerospace
GE
$314B
| $52.5M | 0.19% |
170,483
+38,955
|
|
||
84
Vistra
VST
$53.6B
| $50M | 0.18% |
309,849
-28,486
|
|
||
85
Citizens Financial Group
CFG
$23.6B
| $49.9M | 0.18% |
853,903
+10,278
|
|
||
86
Emcor
EME
$31.6B
| $49.8M | 0.18% |
81,422
-20,231
|
|
||
87
Ciena
CIEN
$47.7B
| $49.7M | 0.18% |
212,643
+50,936
|
|
||
88
Zions Bancorporation
ZION
$7.85B
| $49M | 0.18% |
837,335
+291,968
|
|
||
89
Ovintiv
OVV
$15.7B
| $48.6M | 0.18% |
1,239,615
+126,850
|
|
||
90
Universal Health Services
UHS
$11.8B
| $48M | 0.17% |
220,012
-69,975
|
|
||
91
Carpenter Technology
CRS
$18B
| $47.6M | 0.17% |
151,173
+118,586
|
|
||
92
Webster Financial
WBS
$10.8B
| $47.5M | 0.17% |
754,071
+218,723
|
|
||
93
T-Mobile US
TMUS
$240B
| $46.6M | 0.17% |
229,631
+99,640
|
|
||
94
Credo Technology Group
CRDO
$21.7B
| $46.2M | 0.17% |
321,111
-31,695
|
|
||
|
DOCU
95
DocuSign
DOCU
$9.42B
| $44.9M | 0.16% |
656,869
+253,727
|
|
||
96
Prudential Financial
PRU
$32B
| $44.8M | 0.16% |
396,899
+7,573
|
|
||
97
Airbnb
ABNB
$75.7B
| $44.6M | 0.16% |
328,756
+144,973
|
|
||
98
Cardinal Health
CAH
$51.1B
| $44.5M | 0.16% |
216,669
-55,364
|
|
||
99
First Citizens BancShares
FCNCA
$21.1B
| $44.1M | 0.16% |
20,540
+5,407
|
|
||
100
Truist Financial
TFC
$54.8B
| $43.8M | 0.16% |
889,942
+157,422
|
|