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
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$23.8M
3
+$20.4M
4
CTXS
Citrix Systems Inc
CTXS
+$17.2M
5
LVS icon
Las Vegas Sands
LVS
+$17.1M

Top Sells

1
+$277M
2
+$29M
3
+$20.6M
4
INTC icon
Intel
INTC
+$16.7M
5
VLO icon
Valero Energy
VLO
+$14.2M

Sector Composition

1 Technology 2.39%
2 Energy 2.15%
3 Materials 1.21%
4 Healthcare 0.97%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.26M 0.03%
54,300
+25,300
127
$4.22M 0.03%
362,900
-1,700
128
$4.18M 0.03%
356,400
+152,600
129
$4.17M 0.03%
37,997
+19,675
130
$4.08M 0.03%
+256,440
131
$4.02M 0.03%
8,410
+6,900
132
$3.96M 0.03%
149,082
-141,668
133
$3.9M 0.03%
48,387
-5,900
134
$3.88M 0.03%
57,448
+26,338
135
$3.85M 0.03%
148,100
+78,100
136
$3.74M 0.03%
66,400
+22,000
137
$3.72M 0.03%
112,800
+101,300
138
$3.69M 0.03%
+63,900
139
$3.64M 0.03%
161,203
-129,787
140
$3.59M 0.03%
62,622
+43,878
141
$3.54M 0.03%
80,558
-179,900
142
$3.5M 0.03%
138,282
+67,100
143
$3.48M 0.03%
+185,000
144
$3.38M 0.03%
116,370
+58,813
145
$3.31M 0.03%
+169,458
146
$3.13M 0.03%
+111,978
147
$3.08M 0.02%
45,157
+3,063
148
$3.02M 0.02%
+11,809
149
$3.01M 0.02%
56,371
-144,700
150
$2.95M 0.02%
76,200
+26,500
4 5
6
7 8