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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
NXP Semiconductors
NXPI
$75B
| $51.7M | 0.23% |
262,782
-99,804
|
|
||
77
Bank of America
BAC
$410B
| $50.8M | 0.23% |
1,042,897
+32,504
|
|
||
78
Insmed
INSM
$22B
| $48.3M | 0.22% |
+295,579
|
|
||
79
Tapestry
TPR
$30.2B
| $45.2M | 0.2% |
320,345
-2,083
|
|
||
80
British American Tobacco
BTI
$131B
| $44.8M | 0.2% |
765,848
-2,186,230
|
|
||
81
CVS Health
CVS
$129B
| $44.4M | 0.2% |
618,428
-418,924
|
|
||
82
MetLife
MET
$56.6B
| $44.3M | 0.2% |
626,530
-390,563
|
|
||
83
Century Aluminum
CENX
$4.69B
| $43M | 0.19% |
732,517
+460,719
|
|
||
84
Allstate
ALL
$59.5B
| $42.9M | 0.19% |
206,980
-71,836
|
|
||
85
Citizens Financial Group
CFG
$29.1B
| $42.8M | 0.19% |
713,638
-140,265
|
|
||
86
Popular Inc
BPOP
$10.6B
| $42.6M | 0.19% |
317,216
+4,013
|
|
||
87
Zions Bancorporation
ZION
$10B
| $41.8M | 0.19% |
724,830
-112,505
|
|
||
88
Coherent
COHR
$74.7B
| $38.9M | 0.17% |
163,368
+114,389
|
|
||
89
GSK
GSK
$104B
| $38.6M | 0.17% |
698,666
-717,859
|
|
||
90
SLB Ltd
SLB
$71.5B
| $38.3M | 0.17% |
744,764
+77,265
|
|
||
91
First Horizon
FHN
$11.8B
| $37.1M | 0.17% |
1,631,610
+703,038
|
|
||
92
Deckers Outdoor
DECK
$14.5B
| $36.8M | 0.16% |
367,840
-212,270
|
|
||
93
Dell
DELL
$278B
| $36.7M | 0.16% |
223,392
+67,060
|
|
||
94
Kinross Gold
KGC
$29.9B
| $35.4M | 0.16% |
1,159,586
+641,925
|
|
||
95
Alnylam Pharmaceuticals
ALNY
$38.6B
| $35.3M | 0.16% |
106,592
+20,975
|
|
||
96
BorgWarner
BWA
$14.5B
| $35.3M | 0.16% |
649,769
-251,915
|
|
||
97
Hewlett Packard
HPE
$65.1B
| $35.2M | 0.16% |
1,476,822
-1,702,449
|
|
||
98
Comcast
CMCSA
$81.7B
| $34.2M | 0.15% |
1,192,620
-2,317,392
|
|
||
99
GE Aerospace
GE
$370B
| $34.2M | 0.15% |
120,607
-49,876
|
|
||
100
Teva Pharmaceuticals
TEVA
$38.8B
| $34M | 0.15% |
1,128,406
+374,313
|
|