Ray Dalio

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.

This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$58.9M
3
+$23.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$20.5M
5
POT
Potash Corp Of Saskatchewan
POT
+$19.9M

Top Sells

1
+$172M
2
+$72M
3
+$50.3M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
X
US Steel
X
+$15.2M

Sector Composition

1 Technology 3.06%
2 Materials 2.19%
3 Energy 1.97%
4 Healthcare 1.2%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.39M 0.07%
+81,127
77
$8.32M 0.06%
1,472,700
+232,700
78
$8.3M 0.06%
181,748
+153,407
79
$8.25M 0.06%
127,071
+61,800
80
$8.05M 0.06%
117,844
+62,056
81
$7.98M 0.06%
285,491
-33,300
82
$7.95M 0.06%
163,565
-4,700
83
$7.93M 0.06%
66,730
-38,603
84
$7.89M 0.06%
162,728
-6,600
85
$7.8M 0.06%
68,633
+59,849
86
$7.63M 0.06%
100,072
+45,769
87
$7.62M 0.06%
11,168
-5,600
88
$7.55M 0.06%
63,560
+40,397
89
$7.24M 0.06%
157,200
+115,900
90
$7.19M 0.06%
262,212
+42,000
91
$7.13M 0.06%
161,041
+121,041
92
$7.08M 0.06%
136,021
+100,000
93
$7.08M 0.06%
+336,412
94
$6.8M 0.05%
157,164
-110,900
95
$6.79M 0.05%
98,649
-4,861
96
$6.77M 0.05%
74,244
-13,900
97
$6.7M 0.05%
111,100
-216,639
98
$6.55M 0.05%
237,734
+22,345
99
$6.54M 0.05%
236,447
+178,488
100
$6.45M 0.05%
+42,956
2 3
4
5 6