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
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$58.9M
3
+$23.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$20.5M
5
POT
Potash Corp Of Saskatchewan
POT
+$19.9M

Top Sells

1
+$172M
2
+$72M
3
+$50.3M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
X
US Steel
X
+$15.2M

Sector Composition

1 Technology 3.06%
2 Materials 2.19%
3 Energy 1.97%
4 Healthcare 1.2%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.43M 0.05%
39,300
+2,700
102
$6.42M 0.05%
64,608
+50,033
103
$6.41M 0.05%
+59,146
104
$6.37M 0.05%
86,152
+33,900
105
$6.35M 0.05%
2,242
+956
106
$6.32M 0.05%
+70,000
107
$6.29M 0.05%
104,200
+11,200
108
$6.21M 0.05%
143,345
+113,600
109
$6.14M 0.05%
82,553
-38,400
110
$6.13M 0.05%
53,297
+16,300
111
$6.12M 0.05%
96,157
-171,100
112
$5.79M 0.05%
256,551
+113,652
113
$5.68M 0.04%
299,900
-131,800
114
$5.66M 0.04%
26,943
-38,268
115
$5.41M 0.04%
79,700
+5,700
116
$5.4M 0.04%
+219,089
117
$5.38M 0.04%
68,703
+10,003
118
$5.33M 0.04%
127,194
+115,741
119
$5.24M 0.04%
91,664
+37,461
120
$5.22M 0.04%
244,917
-412,037
121
$5.2M 0.04%
119,159
+27,543
122
$5.17M 0.04%
55,200
+15,100
123
$5.12M 0.04%
+132,204
124
$5.06M 0.04%
103,552
+13,800
125
$5.05M 0.04%
45,397
+3,000
3 4
5
6 7