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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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 Fund
S&P 500
1 Year Est. Return
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
On Holding
ONON
$11.7B
| $20.8M | 0.09% |
610,088
+551,961
|
|
||
152
T-Mobile US
TMUS
$200B
| $20.7M | 0.09% |
98,478
-131,153
|
|
||
153
Exelixis
EXEL
$12.9B
| $20.6M | 0.09% |
480,996
-444,716
|
|
||
154
Reinsurance Group of America
RGA
$13.9B
| $20.5M | 0.09% |
100,237
-1,489
|
|
||
155
TD Synnex
SNX
$23.3B
| $20.1M | 0.09% |
119,089
+11,714
|
|
||
156
Principal Financial Group
PFG
$24.3B
| $19.9M | 0.09% |
220,922
-254,565
|
|
||
157
Medpace
MEDP
$13.5B
| $19.8M | 0.09% |
41,135
+6,833
|
|
||
158
HF Sinclair
DINO
$11.8B
| $19.5M | 0.09% |
313,206
-148,169
|
|
||
159
Neurocrine Biosciences
NBIX
$16.2B
| $19.5M | 0.09% |
148,141
-1,849
|
|
||
160
Primoris Services
PRIM
$4.61B
| $19.5M | 0.09% |
136,170
+35,388
|
|
||
161
Gulfport Energy Corp
GPOR
$2.9B
| $19.4M | 0.09% |
91,835
-22,335
|
|
||
162
KeyCorp
KEY
$24.8B
| $19.4M | 0.09% |
965,716
-378,710
|
|
||
163
Timken Company
TKR
$9.57B
| $19.3M | 0.09% |
191,948
+175,564
|
|
||
164
Brookfield
BN
$98.1B
| $19.3M | 0.09% |
477,453
-87,622
|
|
||
165
BridgeBio Pharma
BBIO
$13.4B
| $19.3M | 0.09% |
259,459
+216,287
|
|
||
166
Parker-Hannifin
PH
$119B
| $19.1M | 0.09% |
21,306
+14,648
|
|
||
167
Applied Optoelectronics
AAOI
$11.8B
| $18.9M | 0.08% |
+223,935
|
|
||
168
Marathon Petroleum
MPC
$72.6B
| $18.9M | 0.08% |
77,283
-118,270
|
|
||
169
Palantir
PLTR
$280B
| $18.8M | 0.08% |
128,186
+96,130
|
|
||
|
VSXY
170
Victoria's Secret
VSXY
$6.26B
| $18.6M | 0.08% |
400,299
+239,207
|
|
||
171
Eastern Bankshares
EBC
$4.51B
| $18.4M | 0.08% |
941,345
+227,190
|
|
||
172
Roku
ROKU
$20B
| $18.4M | 0.08% |
194,468
-18,570
|
|
||
173
SEI Investments
SEIC
$10.8B
| $18.3M | 0.08% |
232,675
-113,202
|
|
||
174
Unum
UNM
$14.6B
| $18.1M | 0.08% |
247,227
+5,813
|
|
||
175
Valley National Bancorp
VLY
$7.97B
| $18.1M | 0.08% |
1,470,218
+4,219
|
|