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
$10.8B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$31.9M
3
+$13.1M
4
FOSL icon
Fossil Group
FOSL
+$12.7M
5
FL
Foot Locker
FL
+$12.7M

Top Sells

1
+$1.22B
2
+$578M
3
+$39.3M
4
AAPL icon
Apple
AAPL
+$25.3M
5
AGU
Agrium
AGU
+$20.9M

Sector Composition

1 Energy 2.9%
2 Technology 2.23%
3 Materials 1.84%
4 Healthcare 1.31%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.68M 0.06%
29,713
-23,600
77
$6.58M 0.06%
75,144
+900
78
$6.56M 0.06%
98,649
79
$6.54M 0.06%
42,573
+38,200
80
$6.52M 0.06%
247,197
-271,200
81
$6.52M 0.06%
94,474
-25,100
82
$6.34M 0.06%
106,600
-4,500
83
$6.32M 0.06%
79,526
+24,200
84
$6.31M 0.06%
85,132
-87,700
85
$6.28M 0.06%
65,733
+48,300
86
$6.24M 0.06%
222,610
+104,438
87
$6.05M 0.06%
217,825
-19,909
88
$5.93M 0.05%
126,600
-30,600
89
$5.85M 0.05%
71,700
-74,900
90
$5.71M 0.05%
61,209
-69,300
91
$5.68M 0.05%
98,500
-5,700
92
$5.67M 0.05%
+43,723
93
$5.5M 0.05%
33,541
+14,000
94
$5.48M 0.05%
99,520
+59,600
95
$5.48M 0.05%
62,617
-61,300
96
$5.41M 0.05%
71,290
+29,100
97
$5.37M 0.05%
38,700
-600
98
$5.34M 0.05%
127,341
-33,700
99
$5.3M 0.05%
91,100
+28,200
100
$5.16M 0.05%
41,409
+25,889
2 3
4
5 6