Ray Dalio Bridgewater Associates
AUM
$25.5B
1-Year Est. Return
29.73%
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.
1 Year Est. Return
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$400B
| $60.4M | 0.24% |
260,689
-337,603
|
|
||
77
Universal Health Services
UHS
$14.4B
| $59.3M | 0.23% |
289,987
-39,664
|
|
||
78
Ryanair
RYAAY
$34.7B
| $59.1M | 0.23% |
980,598
+509,307
|
|
||
79
Toll Brothers
TOL
$13.4B
| $54.5M | 0.21% |
394,421
-38,505
|
|
||
80
NRG Energy
NRG
$31.2B
| $52.7M | 0.21% |
325,652
-491,430
|
|
||
81
TE Connectivity
TEL
$68.9B
| $52.7M | 0.21% |
239,872
+23,051
|
|
||
82
State Street
STT
$34.5B
| $52.6M | 0.21% |
453,307
-142,642
|
|
||
83
Credo Technology Group
CRDO
$31.8B
| $51.4M | 0.2% |
+352,806
|
|
||
84
Allstate
ALL
$52.9B
| $50.9M | 0.2% |
237,267
-160,466
|
|
||
85
Autodesk
ADSK
$65B
| $48.5M | 0.19% |
+152,543
|
|
||
86
Charles Schwab
SCHW
$167B
| $46.1M | 0.18% |
+483,300
|
|
||
87
Union Pacific
UNP
$140B
| $46M | 0.18% |
+194,619
|
|
||
88
Ovintiv
OVV
$10.7B
| $44.9M | 0.18% |
1,112,765
+371,343
|
|
||
89
Citizens Financial Group
CFG
$23.8B
| $44.8M | 0.18% |
843,625
+427,491
|
|
||
90
Bank of New York Mellon
BK
$79.5B
| $43.7M | 0.17% |
400,747
-151,230
|
|
||
91
McKesson
MCK
$99.8B
| $43.4M | 0.17% |
56,139
-91,630
|
|
||
92
Capital One
COF
$147B
| $43.3M | 0.17% |
203,729
+11,153
|
|
||
93
Merck
MRK
$248B
| $43.1M | 0.17% |
513,943
-636,779
|
|
||
94
Comfort Systems
FIX
$35.3B
| $43M | 0.17% |
52,083
+39,837
|
|
||
95
Gilead Sciences
GILD
$150B
| $42.8M | 0.17% |
385,364
-280,936
|
|
||
96
Cardinal Health
CAH
$47.2B
| $42.7M | 0.17% |
272,033
+13,278
|
|
||
97
Hewlett Packard
HPE
$30.8B
| $42M | 0.16% |
1,710,453
+482,118
|
|
||
98
Monster Beverage
MNST
$72B
| $41.1M | 0.16% |
611,218
+571,711
|
|
||
99
Principal Financial Group
PFG
$19.2B
| $40.8M | 0.16% |
491,533
+39,985
|
|
||
100
Prudential Financial
PRU
$39.1B
| $40.4M | 0.16% |
389,326
-100,194
|
|