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
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$27.9M
3
+$27.2M
4
POT
Potash Corp Of Saskatchewan
POT
+$21.3M
5
EMN icon
Eastman Chemical
EMN
+$18.5M

Top Sells

1
+$393M
2
+$59.9M
3
+$30.5M
4
RTX icon
RTX Corp
RTX
+$21.8M
5
FOSL icon
Fossil Group
FOSL
+$21.2M

Sector Composition

1 Technology 2.42%
2 Energy 2.21%
3 Materials 2.04%
4 Healthcare 1.26%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.2M 0.03%
55,788
-21,392
127
$4.17M 0.03%
64,136
-6,100
128
$4.16M 0.03%
+106,700
129
$4.15M 0.03%
+83,151
130
$4.12M 0.03%
+43,460
131
$4.09M 0.03%
+78,662
132
$3.94M 0.03%
3,460
-3,440
133
$3.81M 0.03%
68,609
-342,000
134
$3.8M 0.03%
+52,252
135
$3.8M 0.03%
54,303
-29,843
136
$3.79M 0.03%
50,026
+23,500
137
$3.78M 0.03%
182,700
-17,800
138
$3.77M 0.03%
64,233
+46,926
139
$3.75M 0.03%
430,600
+45,000
140
$3.72M 0.03%
58,759
+36,500
141
$3.71M 0.03%
817,800
+116,400
142
$3.7M 0.03%
53,471
+31,665
143
$3.66M 0.03%
119,970
-191,400
144
$3.66M 0.03%
80,628
+30,525
145
$3.62M 0.03%
105,678
-121,400
146
$3.61M 0.03%
55,108
-38,195
147
$3.58M 0.03%
58,700
+17,949
148
$3.58M 0.03%
40,100
+12,100
149
$3.56M 0.03%
53,126
+37,500
150
$3.56M 0.03%
142,899
-160,200
4 5
6
7 8