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
$12.5B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$23.8M
3
+$20.4M
4
CTXS
Citrix Systems Inc
CTXS
+$17.2M
5
LVS icon
Las Vegas Sands
LVS
+$17.1M

Top Sells

1
+$277M
2
+$29M
3
+$20.6M
4
INTC icon
Intel
INTC
+$16.7M
5
VLO icon
Valero Energy
VLO
+$14.2M

Sector Composition

1 Technology 2.39%
2 Energy 2.15%
3 Materials 1.21%
4 Healthcare 0.97%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.36M 0.04%
203,258
+94,900
102
$5.35M 0.04%
302,799
-143,900
103
$5.34M 0.04%
116,900
-41,500
104
$5.33M 0.04%
19,057
+12,883
105
$5.26M 0.04%
57,872
+10,600
106
$5.22M 0.04%
80,451
+58,351
107
$5.14M 0.04%
61,900
+21,800
108
$5.13M 0.04%
55,330
-42,795
109
$5.1M 0.04%
125,228
+53,028
110
$5.02M 0.04%
81,083
+34,503
111
$4.97M 0.04%
120,747
+16,634
112
$4.89M 0.04%
98,426
-105,100
113
$4.85M 0.04%
+109,580
114
$4.81M 0.04%
+12,020,960
115
$4.8M 0.04%
+27,037
116
$4.72M 0.04%
52,280
+2,860
117
$4.71M 0.04%
25,600
+8,800
118
$4.66M 0.04%
164,240
+74,100
119
$4.59M 0.04%
100,251
-48,078
120
$4.54M 0.04%
128,500
+42,300
121
$4.52M 0.04%
40,719
-185,322
122
$4.4M 0.04%
64,552
+22,100
123
$4.35M 0.03%
264,594
+52,800
124
$4.33M 0.03%
+92,014
125
$4.33M 0.03%
135,736
-164,400
3 4
5
6 7