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
$12.8B
AUM Growth
-$514M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$77.8M
3
+$19.6M
4
RTX icon
RTX Corp
RTX
+$14.9M
5
UPS icon
United Parcel Service
UPS
+$14.7M

Top Sells

1
+$363M
2
+$35.6M
3
+$15.1M
4
VTR icon
Ventas
VTR
+$14.6M
5
CAG icon
Conagra Brands
CAG
+$12.8M

Sector Composition

1 Technology 2.59%
2 Energy 1.96%
3 Materials 1.29%
4 Consumer Discretionary 1.01%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.71M 0.04%
36,941
-9,800
102
$4.7M 0.04%
58,127
+12,000
103
$4.68M 0.04%
+50,980
104
$4.63M 0.04%
385,600
+31,000
105
$4.58M 0.04%
+47,619
106
$4.58M 0.04%
68,900
+2,300
107
$4.58M 0.04%
66,952
+2,100
108
$4.57M 0.04%
73,454
-49,100
109
$4.56M 0.04%
+84,146
110
$4.55M 0.04%
+32,966
111
$4.54M 0.04%
46,178
+37,746
112
$4.51M 0.04%
981
-747
113
$4.35M 0.03%
128,800
+4,600
114
$4.35M 0.03%
49,476
+8,700
115
$4.22M 0.03%
+70,236
116
$4.18M 0.03%
177,833
-68,600
117
$3.98M 0.03%
37,540
-21,600
118
$3.94M 0.03%
110,049
-170,300
119
$3.84M 0.03%
59,200
+2,400
120
$3.84M 0.03%
92,145
+41,900
121
$3.84M 0.03%
41,253
-99,224
122
$3.77M 0.03%
123,713
+108,686
123
$3.75M 0.03%
92,895
+30,509
124
$3.69M 0.03%
64,223
-75,129
125
$3.64M 0.03%
54,503
+23,000
3 4
5
6 7