Ray Dalio

Ray DalioBridgewater Associates

AUM $21.6B
 

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.

AUM
$21.6B
AUM Growth
-$257M
Cap. Flow
+$854M
Cap. Flow %
3.96%
Top 10 Pos %
31.79%
Holding
814
New
123
Increased
283
Reduced
252
Closed
150

Top Buys

$715M
$319M
$173M
$163M
$145M

Top Sells

$2.74B
$129M
$117M
$113M
$105M

Sector Composition

1Technology18.82%
2Financials12.67%
3Consumer Discretionary12.33%
4Communication Services8.35%
5Healthcare7.2%
Name Market Value Shares or Principal Shares
Change %		 Capital Flow Portfolio Weight
$25.6M75,082
+20,558
+38%
+$7M
0.12%
$25.5M263,962
-30,304
-10%
-$2.92M
0.12%
$25.3M212,864
-263,617
-55%
-$31.4M
0.12%
$24.8M691,242
-390,646
-36%
-$14M
0.11%
$24.5M37,023
+22,914
+162%
+$15.2M
0.11%
$24.1M2,339,334
+1,192,280
+104%
+$12.3M
0.11%
$24M249,182
+71,148
+40%
+$6.84M
0.11%
$23.7M144,034
+45,642
+46%
+$7.51M
0.11%
$23.7M1,072,064
+256,951
+32%
+$5.68M
0.11%
$23.6M453,156
+128,201
+39%
+$6.67M
0.11%
$23.5M742,160
+462,492
+165%
+$14.7M
0.11%
$23.5M184,954
+180,173
+3,769%
+$22.9M
0.11%
$23M402,095
+243,293
+153%
+$13.9M
0.11%
$23M619,079
+222,103
+56%
+$8.24M
0.11%
$23M251,118
+9,627
+4%
+$881K
0.11%
$22.1M746,925
+735,345
+6,350%
+$21.7M
0.1%
$22M207,577
-3,534
-2%
-$375K
0.1%
$22M104,952
-181,411
-63%
-$38M
0.1%
$21.8M70,357
+39,744
+130%
+$12.3M
0.1%
$21.6M734,910
+418,066
+132%
+$12.3M
0.1%
$21.5M516,823
-1,950,526
-79%
-$81.2M
0.1%
$21.5M124,453
+48,812
+65%
+$8.42M
0.1%
$21.3M212,286
+94,586
+80%
+$9.48M
0.1%
$21.2M202,381
+133,099
+192%
+$13.9M
0.1%
$21.1M132,092 New
+$21.1M
0.1%
1 5678933