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
$7.98B
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$19.3M
3
+$18.9M
4
SPLS
Staples Inc
SPLS
+$18.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.7M

Top Sells

1
+$170M
2
+$161M
3
+$23.6M
4
VMW
VMware, Inc
VMW
+$23.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.2M

Sector Composition

1 Materials 3.64%
2 Energy 3.29%
3 Technology 3.08%
4 Consumer Discretionary 3.06%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.09M 0.11%
288,718
+1,600
77
$9M 0.11%
141,074
-4,778
78
$8.63M 0.11%
169,291
+41,000
79
$8.27M 0.1%
87,792
+61,100
80
$8.26M 0.1%
158,317
+131,317
81
$8.08M 0.1%
141,162
-406,875
82
$7.95M 0.1%
149,380
-14,000
83
$7.93M 0.1%
69,800
+8,312
84
$7.76M 0.1%
51,300
-200
85
$7.68M 0.1%
+300,822
86
$7.63M 0.1%
+359,813
87
$7.46M 0.09%
57,456
+18,800
88
$7.35M 0.09%
65,581
-14,000
89
$7.29M 0.09%
1,439,700
-85,800
90
$7.19M 0.09%
+69,020
91
$6.82M 0.09%
810,800
-213,000
92
$6.79M 0.09%
64,100
-21,733
93
$6.75M 0.08%
+79,700
94
$6.73M 0.08%
68,800
-141,500
95
$6.71M 0.08%
112,292
+87,461
96
$6.61M 0.08%
104,469
+45,956
97
$6.44M 0.08%
112,500
+94,900
98
$6.42M 0.08%
89,917
+53,600
99
$6.34M 0.08%
66,200
-82,079
100
$6.34M 0.08%
248,869
-9,217
2 3
4
5 6