Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Arm
ARM
$123B
| $35.7M | 0.13% |
+326,320
|
|
||
127
Cisco
CSCO
$309B
| $35.6M | 0.13% |
462,267
-1,324,221
|
|
||
128
Caterpillar
CAT
$323B
| $35.6M | 0.13% |
+62,157
|
|
||
129
monday.com
MNDY
$3.86B
| $35.3M | 0.13% |
239,186
+39,756
|
|
||
130
TechnipFMC
FTI
$25.2B
| $35.1M | 0.13% |
787,920
+185,292
|
|
||
131
Alnylam Pharmaceuticals
ALNY
$41.6B
| $34M | 0.12% |
85,617
+51,706
|
|
||
132
American International
AIG
$41.2B
| $34M | 0.12% |
397,659
-99,786
|
|
||
133
Mercado Libre
MELI
$84.7B
| $33.8M | 0.12% |
16,786
-9,700
|
|
||
134
Charles Schwab
SCHW
$163B
| $33M | 0.12% |
330,047
-153,253
|
|
||
135
RenaissanceRe
RNR
$12.8B
| $32.8M | 0.12% |
116,752
+4,813
|
|
||
136
Merck
MRK
$286B
| $32.7M | 0.12% |
310,221
-203,722
|
|
||
137
Incyte
INCY
$18.4B
| $32.5M | 0.12% |
328,590
+197,306
|
|
||
138
DT Midstream
DTM
$14B
| $32.3M | 0.12% |
270,145
-36,684
|
|
||
139
FNB Corp
FNB
$5.66B
| $32M | 0.12% |
1,868,762
+613,807
|
|
||
140
Marathon Petroleum
MPC
$66.7B
| $31.8M | 0.12% |
195,553
+11,914
|
|
||
141
Jabil
JBL
$26.5B
| $31.7M | 0.12% |
138,872
-149,310
|
|
||
142
United Therapeutics
UTHR
$23.5B
| $31.5M | 0.11% |
64,595
+48,530
|
|
||
143
Interactive Brokers
IBKR
$29.5B
| $31.4M | 0.11% |
488,940
-93,830
|
|
||
144
M&T Bank
MTB
$29.2B
| $31.2M | 0.11% |
154,846
-5,881
|
|
||
145
Corpay
CPAY
$21.6B
| $30.3M | 0.11% |
100,657
-6,766
|
|
||
146
Coterra Energy
CTRA
$24.4B
| $30.2M | 0.11% |
1,149,102
-333,655
|
|
||
147
Gentex
GNTX
$4.52B
| $30.2M | 0.11% |
1,298,917
+346,559
|
|
||
148
Walmart Inc
WMT
$1.01T
| $29.9M | 0.11% |
268,611
-7,365
|
|
||
149
iShares Expanded Tech-Software Sector ETF
IGV
$10.6B
| $29.8M | 0.11% |
+281,938
|
|
||
150
Aptiv
APTV
$15B
| $29.5M | 0.11% |
387,098
+161,557
|
|