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
$12.8B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$58.9M
3
+$23.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$20.5M
5
POT
Potash Corp Of Saskatchewan
POT
+$19.9M

Top Sells

1
+$172M
2
+$72M
3
+$50.3M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
X
US Steel
X
+$15.2M

Sector Composition

1 Technology 3.06%
2 Materials 2.19%
3 Energy 1.97%
4 Healthcare 1.2%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.04M 0.04%
29,099
+10,586
127
$4.97M 0.04%
72,287
+52,258
128
$4.82M 0.04%
145,273
+4,900
129
$4.78M 0.04%
183,100
+15,300
130
$4.7M 0.04%
+56,991
131
$4.55M 0.04%
+349,950
132
$4.53M 0.04%
72,600
-132,000
133
$4.52M 0.04%
71,600
+900
134
$4.5M 0.04%
55,326
+5,300
135
$4.49M 0.04%
106,578
+25,950
136
$4.33M 0.03%
1,207,100
-103,800
137
$4.3M 0.03%
460,700
+30,100
138
$4.28M 0.03%
164,672
+108,532
139
$4.28M 0.03%
+55,776
140
$4.26M 0.03%
120,147
-43,900
141
$4.07M 0.03%
100,045
-501,000
142
$4.06M 0.03%
36,742
+33,400
143
$4M 0.03%
62,900
+29,200
144
$4M 0.03%
+118,172
145
$3.97M 0.03%
80,072
+6,100
146
$3.83M 0.03%
279,100
-75,300
147
$3.8M 0.03%
32,800
+7,967
148
$3.78M 0.03%
48,417
+19,900
149
$3.73M 0.03%
65,981
-14,300
150
$3.61M 0.03%
+20,002
4 5
6
7 8