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
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$27.9M
3
+$27.2M
4
POT
Potash Corp Of Saskatchewan
POT
+$21.3M
5
EMN icon
Eastman Chemical
EMN
+$18.5M

Top Sells

1
+$393M
2
+$59.9M
3
+$30.5M
4
RTX icon
RTX Corp
RTX
+$21.8M
5
FOSL icon
Fossil Group
FOSL
+$21.2M

Sector Composition

1 Technology 2.42%
2 Energy 2.21%
3 Materials 2.04%
4 Healthcare 1.26%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.27M 0.04%
1,310,900
+105,900
102
$5.14M 0.04%
15,146
+13,500
103
$5.04M 0.04%
250,066
+183,100
104
$5.04M 0.04%
140,373
+44,600
105
$5.03M 0.04%
1,286
+305
106
$4.92M 0.04%
+41,199
107
$4.88M 0.04%
160,097
-548,100
108
$4.86M 0.04%
354,400
+96,900
109
$4.84M 0.04%
11,800
+10,200
110
$4.83M 0.04%
+36,997
111
$4.75M 0.04%
167,800
+39,600
112
$4.73M 0.04%
+596,200
113
$4.7M 0.04%
42,397
-600
114
$4.7M 0.04%
153,700
+24,900
115
$4.68M 0.04%
116,815
+33,600
116
$4.63M 0.04%
22,313
+4,600
117
$4.63M 0.04%
41,620
+26,000
118
$4.62M 0.04%
+255,200
119
$4.6M 0.04%
50,876
+1,400
120
$4.44M 0.04%
345,585
+57,000
121
$4.43M 0.04%
70,700
+11,500
122
$4.38M 0.03%
120,500
-20,300
123
$4.29M 0.03%
65,271
+11,300
124
$4.28M 0.03%
80,281
+39,156
125
$4.26M 0.03%
89,752
+22,800
3 4
5
6 7