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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4.92M 0.04%
73,500
-185,638
102
$4.88M 0.04%
60,100
-44,600
103
$4.81M 0.04%
25,700
+100
104
$4.76M 0.04%
+72,403
105
$4.76M 0.04%
104,600
-40,000
106
$4.61M 0.04%
139,193
-324,317
107
$4.61M 0.04%
64,852
+300
108
$4.58M 0.04%
114,626
-232,703
109
$4.58M 0.04%
65,228
+43,695
110
$4.58M 0.04%
128,900
+400
111
$4.58M 0.04%
+90,816
112
$4.57M 0.04%
+78,977
113
$4.47M 0.04%
64,941
-28,496
114
$4.42M 0.04%
63,884
-29,300
115
$4.27M 0.03%
19,640
-8,645
116
$4.26M 0.03%
178,318
-101,530
117
$4.22M 0.03%
768,170
-402,160
118
$4.21M 0.03%
52,923
-19,617
119
$4.17M 0.03%
+88,598
120
$4.17M 0.03%
+33,788
121
$4.15M 0.03%
78,313
-19,323
122
$4.15M 0.03%
38,889
-18,983
123
$4.14M 0.03%
202,699
-100,100
124
$4.14M 0.03%
66,600
+200
125
$4.13M 0.03%
+43,600