Ray Dalio

Ray Dalio Bridgewater Associates

AUM $27.4B
1-Year Est. Return 31.63%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.8B
AUM Growth
+$7.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1 +$505M
2 +$443M
3 +$370M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$284M
5
PG icon
Procter & Gamble
PG
+$256M

Top Sells

1 +$40M
2 +$38.9M
3 +$35.3M
4
GLD icon
SPDR Gold Trust
GLD
+$31.6M
5
TSLA icon
Tesla
TSLA
+$26.9M

Sector Composition

1 Consumer Staples 25.86%
2 Healthcare 17.87%
3 Consumer Discretionary 13.79%
4 Technology 4.61%
5 Financials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
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977
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978
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979
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980
-4,633
981
-76,464
982
-171,993
983
-24,788
984
-11,945
985
-22,583
986
-70,730
987
-1,040
988
-143,344
989
-4,538
990
-78,969
991
-889