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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$4.13M 0.03%
38,097
+100
127
$4.03M 0.03%
+33,626
128
$4.01M 0.03%
88,100
-28,800
129
$3.97M 0.03%
+109,663
130
$3.93M 0.03%
65,200
-36,800
131
$3.82M 0.03%
+184
132
$3.79M 0.03%
915,400
-421,300
133
$3.78M 0.03%
+38,166
134
$3.74M 0.03%
+34,600
135
$3.73M 0.03%
172,800
+24,700
136
$3.66M 0.03%
+86,900
137
$3.65M 0.03%
122,541
+79,278
138
$3.6M 0.03%
118,162
+1,792
139
$3.5M 0.03%
+21,437
140
$3.47M 0.03%
47,058
-33,800
141
$3.42M 0.03%
48,844
+23,198
142
$3.41M 0.03%
+34,478
143
$3.4M 0.03%
79,371
-20,880
144
$3.36M 0.03%
+39,676
145
$3.32M 0.03%
+66,300
146
$3.31M 0.03%
50,172
+36,546
147
$3.31M 0.03%
52,800
-2,300
148
$3.3M 0.03%
+48,400
149
$3.26M 0.03%
+67,016
150
$3.22M 0.03%
115,720
-48,520