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
$7.71B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$163M
3
+$55.2M
4
VMW
VMware, Inc
VMW
+$26.5M
5
M icon
Macy's
M
+$20.4M

Top Sells

1
+$25.7M
2
+$25.6M
3
+$24.9M
4
KO icon
Coca-Cola
KO
+$22.9M
5
AMAT icon
Applied Materials
AMAT
+$21.7M

Sector Composition

1 Technology 4.12%
2 Consumer Discretionary 3.36%
3 Energy 2.88%
4 Communication Services 2.3%
5 Materials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.11M 0.12%
593,516
-420,702
77
$8.87M 0.12%
6,960
+3,000
78
$8.53M 0.11%
262,700
+34,800
79
$8.51M 0.11%
323,801
+60,210
80
$8.51M 0.11%
180,473
+118,100
81
$8.34M 0.11%
262,898
-106,777
82
$8.25M 0.11%
163,746
-100,084
83
$8.25M 0.11%
41,813
+15,100
84
$8.18M 0.11%
+122,706
85
$8.14M 0.11%
93,162
-10,500
86
$8.13M 0.11%
+83,137
87
$7.98M 0.1%
1,855,200
+108,500
88
$7.79M 0.1%
171,028
-8,800
89
$7.72M 0.1%
147,050
+36,681
90
$7.69M 0.1%
25,106
+10,340
91
$7.67M 0.1%
157,900
+12,800
92
$7.61M 0.1%
612,392
+70,800
93
$7.47M 0.1%
137,500
-900
94
$7.4M 0.1%
191,358
+98,701
95
$7.4M 0.1%
703,512
+96,807
96
$7.35M 0.1%
266,238
+239,300
97
$7.09M 0.09%
53,922
-41,485
98
$7.08M 0.09%
287,103
+24,044
99
$7.03M 0.09%
+113,274
100
$6.86M 0.09%
31,067
-2,470
2 3
4
5 6