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
$10.5B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$187M
3
+$93.4M
4
TAP icon
Molson Coors Class B
TAP
+$27.4M
5
UNH icon
UnitedHealth
UNH
+$26.2M

Top Sells

1
+$176M
2
+$46.5M
3
+$21.1M
4
INTC icon
Intel
INTC
+$20.7M
5
JNPR
Juniper Networks
JNPR
+$20.3M

Sector Composition

1 Energy 2.75%
2 Technology 2.62%
3 Consumer Discretionary 2.44%
4 Financials 1.98%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.92M 0.06%
129,700
-14,100
127
$5.76M 0.05%
145,900
+78,700
128
$5.75M 0.05%
80,272
-235,000
129
$5.67M 0.05%
88,244
+22,944
130
$5.42M 0.05%
3,858
+2,020
131
$5.29M 0.05%
67,200
+49,800
132
$5.27M 0.05%
46,200
-28,100
133
$5.05M 0.05%
97,062
+64,833
134
$4.94M 0.05%
+77,700
135
$4.93M 0.05%
77,900
+22,400
136
$4.93M 0.05%
95,660
-6,600
137
$4.92M 0.05%
92,528
-95,590
138
$4.89M 0.05%
30,253
+25,128
139
$4.88M 0.05%
36,838
-3,700
140
$4.84M 0.05%
460,778
+118,100
141
$4.76M 0.05%
76,501
-9,599
142
$4.75M 0.05%
120,000
-14,000
143
$4.64M 0.04%
+78,000
144
$4.44M 0.04%
62,300
+31,300
145
$4.43M 0.04%
1,418,950
+377,250
146
$4.3M 0.04%
73,180
+21,020
147
$4.27M 0.04%
47,700
+8,400
148
$4.17M 0.04%
167,000
+153,400
149
$4.1M 0.04%
67,918
-36,997
150
$4.05M 0.04%
28,700
+18,100
4 5
6
7 8