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
$7.71B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$163M
3
+$55.2M
4
VMW
VMware, Inc
VMW
+$26.5M
5
M icon
Macy's
M
+$20.4M

Top Sells

1
+$25.7M
2
+$25.6M
3
+$24.9M
4
KO icon
Coca-Cola
KO
+$22.9M
5
AMAT icon
Applied Materials
AMAT
+$21.7M

Sector Composition

1 Technology 4.12%
2 Consumer Discretionary 3.36%
3 Energy 2.88%
4 Communication Services 2.3%
5 Materials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.58M 0.06%
64,399
-172,193
127
$4.56M 0.06%
44,409
-23,500
128
$4.49M 0.06%
57,265
-65,789
129
$4.41M 0.06%
+28,161
130
$4.33M 0.06%
131,562
+10,610
131
$4.28M 0.06%
88,300
+6,300
132
$4.25M 0.06%
51,950
-10,200
133
$4.24M 0.06%
232,117
-248,559
134
$4.2M 0.05%
126,174
-51,471
135
$4.09M 0.05%
53,186
-4,000
136
$4.08M 0.05%
59,326
+4,056
137
$4.07M 0.05%
470,271
-846,144
138
$4.03M 0.05%
125,805
+8,105
139
$4.02M 0.05%
+56,741
140
$3.85M 0.05%
+59,449
141
$3.7M 0.05%
61,668
+43,172
142
$3.64M 0.05%
39,203
+6,603
143
$3.64M 0.05%
25,156
-3,700
144
$3.62M 0.05%
65,190
+3,900
145
$3.46M 0.04%
38,783
+23,900
146
$3.36M 0.04%
79,969
-46,700
147
$3.32M 0.04%
263,200
+44,900
148
$3.26M 0.04%
140,066
+124,918
149
$3.17M 0.04%
92,878
-396,024
150
$3.09M 0.04%
+72,800
4 5
6
7 8