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
$11.9B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$96.8M
3
+$17.5M
4
IBM icon
IBM
IBM
+$16.8M
5
MU icon
Micron Technology
MU
+$13.6M

Top Sells

1
+$294M
2
+$22.6M
3
+$20.1M
4
BEN icon
Franklin Resources
BEN
+$18.3M
5
CTSH icon
Cognizant
CTSH
+$17.9M

Sector Composition

1 Technology 2.18%
2 Energy 1.76%
3 Healthcare 1.18%
4 Consumer Discretionary 1.12%
5 Materials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.38M 0.04%
141,296
+17,000
102
$4.38M 0.04%
105,981
+20,100
103
$4.33M 0.04%
83,742
+18,400
104
$4.3M 0.04%
173,800
-24,500
105
$4.29M 0.04%
55,781
+24,700
106
$4.28M 0.04%
49,420
-10,720
107
$4.23M 0.04%
+54,287
108
$4.19M 0.04%
364,600
-35,000
109
$4.14M 0.03%
102,778
+21,100
110
$4.14M 0.03%
85,322
+8,800
111
$4.1M 0.03%
123,900
-68,985
112
$4.09M 0.03%
48,100
-2,600
113
$4.09M 0.03%
70,838
+17,638
114
$4.09M 0.03%
91,261
-50,859
115
$4.06M 0.03%
47,272
-262,822
116
$4.03M 0.03%
106,474
-319,726
117
$3.94M 0.03%
+118,700
118
$3.93M 0.03%
75,346
+29,000
119
$3.9M 0.03%
211,794
+162,200
120
$3.74M 0.03%
143,791
-122,600
121
$3.71M 0.03%
268,891
+59,800
122
$3.62M 0.03%
716,800
+14,200
123
$3.55M 0.03%
41,691
+9,215
124
$3.54M 0.03%
+58,879
125
$3.44M 0.03%
+20,391
3 4
5
6 7