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
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$3.18B
3
+$3.12B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.3M
5
ORCL icon
Oracle
ORCL
+$29.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Energy 2.06%
3 Financials 1.14%
4 Materials 0.95%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.96M 0.03%
+203,400
127
$2.96M 0.03%
+36,126
128
$2.94M 0.03%
+88,981
129
$2.92M 0.03%
+102,366
130
$2.91M 0.03%
+84,204
131
$2.9M 0.03%
+78,598
132
$2.87M 0.03%
+104,158
133
$2.79M 0.02%
+32,476
134
$2.78M 0.02%
+46,252
135
$2.76M 0.02%
+53,200
136
$2.76M 0.02%
+72,490
137
$2.72M 0.02%
+76,100
138
$2.7M 0.02%
+26,114
139
$2.69M 0.02%
+209,091
140
$2.64M 0.02%
+85,660
141
$2.56M 0.02%
+17,700
142
$2.53M 0.02%
+130,514
143
$2.49M 0.02%
+22,886
144
$2.42M 0.02%
+39,700
145
$2.34M 0.02%
+95,855
146
$2.31M 0.02%
+162,600
147
$2.26M 0.02%
+10,512
148
$2.25M 0.02%
+31,081
149
$2.25M 0.02%
+29,611
150
$2.23M 0.02%
+425,600
4 5
6
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