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
$10.2B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.23B
2
+$392M
3
+$144M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$60.2M
5
AAPL icon
Apple
AAPL
+$25.5M

Top Sells

1
+$45.1M
2
+$17.6M
3
+$17.5M
4
GG
Goldcorp Inc
GG
+$16.7M
5
MET icon
MetLife
MET
+$16.5M

Sector Composition

1 Technology 3.47%
2 Energy 2.95%
3 Consumer Discretionary 2.32%
4 Healthcare 2.04%
5 Materials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.62M 0.05%
86,100
-4,700
127
$4.55M 0.04%
92,083
-113,900
128
$4.53M 0.04%
+28,100
129
$4.38M 0.04%
1,041,700
+135,200
130
$4.38M 0.04%
122,562
-3,800
131
$4.31M 0.04%
65,300
-10,670
132
$4.3M 0.04%
55,500
+7,900
133
$4.29M 0.04%
56,310
-48,159
134
$4.28M 0.04%
129,245
+21,900
135
$4.24M 0.04%
35,902
+13,189
136
$4.23M 0.04%
+106,000
137
$4.12M 0.04%
88,800
+52,400
138
$4.11M 0.04%
78,028
+65,928
139
$4.06M 0.04%
+100,100
140
$4M 0.04%
128,738
-69,810
141
$3.96M 0.04%
+48,963
142
$3.96M 0.04%
100,091
+1,470
143
$3.94M 0.04%
31,100
-23,143
144
$3.87M 0.04%
+40,471
145
$3.87M 0.04%
22,136
-83,400
146
$3.8M 0.04%
31,705
+9,426
147
$3.77M 0.04%
202,035
+79,500
148
$3.73M 0.04%
35,700
+28,400
149
$3.64M 0.04%
53,800
-85,000
150
$3.64M 0.04%
230,200
-10,600
4 5
6
7 8