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
$17.2B
AUM Growth
-$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$82.1M
3
+$64.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$58.8M
5
MCD icon
McDonald's
MCD
+$58.7M

Top Sells

1
+$548M
2
+$328M
3
+$327M
4
WMT icon
Walmart
WMT
+$317M
5
DHR icon
Danaher
DHR
+$227M

Sector Composition

1 Consumer Staples 28.01%
2 Consumer Discretionary 17.74%
3 Healthcare 17.12%
4 Industrials 3.49%
5 Financials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.2M 0.12%
75,754
+12,337
127
$19.8M 0.11%
311,816
+28,518
128
$19.7M 0.11%
315,455
+110,359
129
$19.6M 0.11%
67,032
+52,143
130
$19.2M 0.11%
136,832
-76,174
131
$18.1M 0.11%
484,337
+92,034
132
$18M 0.1%
107,112
-61,627
133
$18M 0.1%
387,490
+156,762
134
$17.7M 0.1%
245,457
+87,555
135
$17.6M 0.1%
48,998
+2,451
136
$16.9M 0.1%
51,513
+22,923
137
$16.7M 0.1%
324,609
+29,349
138
$16.7M 0.1%
237,704
-140,317
139
$16.6M 0.1%
56,836
+83
140
$16.5M 0.1%
133,904
-2,599
141
$16.4M 0.1%
273,950
-166,333
142
$16.3M 0.09%
90,384
+15,368
143
$16M 0.09%
+186,232
144
$15.8M 0.09%
125,438
+8,392
145
$15.8M 0.09%
282,660
+43,784
146
$15.4M 0.09%
64,256
-33,106
147
$15.2M 0.09%
75,956
-91,621
148
$14.9M 0.09%
265,304
-319,261
149
$14.8M 0.09%
74,764
+3,507
150
$14.7M 0.09%
84,697
+59,328
4 5
6
7 8