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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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 Fund
S&P 500
1 Year Est. Return
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ametek
AME
$53.7B
| $25M | 0.11% |
116,504
+111,896
|
|
||
127
OGE Energy
OGE
$9.98B
| $24.8M | 0.11% |
517,969
-53,428
|
|
||
128
Iris Energy
IREN
$19.6B
| $24.7M | 0.11% |
720,925
+444,237
|
|
||
129
Coeur Mining
CDE
$16.8B
| $24.5M | 0.11% |
1,302,801
+668,515
|
|
||
130
RenaissanceRe
RNR
$13.1B
| $24.4M | 0.11% |
82,204
-34,548
|
|
||
131
Universal Health Services
UHS
$8.83B
| $24.4M | 0.11% |
136,368
-83,644
|
|
||
132
Cardinal Health
CAH
$53.6B
| $24.3M | 0.11% |
115,229
-101,440
|
|
||
133
Equinix
EQIX
$110B
| $24.3M | 0.11% |
24,782
-1,130
|
|
||
134
Petrobras
PBR
$110B
| $23.9M | 0.11% |
+1,150,984
|
|
||
135
Gold Fields
GFI
$30.1B
| $23.7M | 0.11% |
521,411
-455,608
|
|
||
136
Arch Capital
ACGL
$32.7B
| $23.6M | 0.11% |
246,203
-136,819
|
|
||
137
Ryanair
RYAAY
$32.5B
| $23.2M | 0.1% |
400,860
-394,169
|
|
||
138
Kennametal
KMT
$2.67B
| $23.1M | 0.1% |
+639,195
|
|
||
139
Procter & Gamble
PG
$351B
| $22.8M | 0.1% |
157,906
-27,445
|
|
||
140
Abercrombie & Fitch
ANF
$3.74B
| $22.7M | 0.1% |
248,057
+69,899
|
|
||
141
Woodward
WWD
$25.5B
| $22.6M | 0.1% |
63,123
-3,289
|
|
||
|
FLG
142
Flagstar Bank National Association
FLG
$6.26B
| $22.6M | 0.1% |
1,714,376
+10,482
|
|
||
143
SharkNinja
SN
$19.1B
| $22.3M | 0.1% |
210,232
+44,899
|
|
||
144
Medtronic
MDT
$103B
| $22.1M | 0.1% |
255,240
-27,146
|
|
||
145
Ovintiv
OVV
$15.4B
| $22M | 0.1% |
369,965
-869,650
|
|
||
146
Verizon
VZ
$195B
| $21.8M | 0.1% |
434,829
+310,160
|
|
||
147
Otis Worldwide
OTIS
$27.5B
| $21.5M | 0.1% |
278,411
+53,218
|
|
||
148
Keysight
KEYS
$60.3B
| $21.3M | 0.1% |
75,544
+29,120
|
|
||
149
Cummins
CMI
$96.5B
| $21.2M | 0.09% |
39,476
+8,693
|
|
||
150
State Street
STT
$48.1B
| $20.8M | 0.09% |
164,186
-159,600
|
|