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
$11.9B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$96.8M
3
+$17.5M
4
IBM icon
IBM
IBM
+$16.8M
5
MU icon
Micron Technology
MU
+$13.6M

Top Sells

1
+$294M
2
+$22.6M
3
+$20.1M
4
BEN icon
Franklin Resources
BEN
+$18.3M
5
CTSH icon
Cognizant
CTSH
+$17.9M

Sector Composition

1 Technology 2.18%
2 Energy 1.76%
3 Healthcare 1.18%
4 Consumer Discretionary 1.12%
5 Materials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.62M 0.02%
60,513
+50,200
152
$2.53M 0.02%
28,379
-163,116
153
$2.42M 0.02%
45,545
+16,500
154
$2.38M 0.02%
44,400
-4,000
155
$2.37M 0.02%
+27,293
156
$2.35M 0.02%
+115,088
157
$2.21M 0.02%
+46,000
158
$2.2M 0.02%
+80,200
159
$2.04M 0.02%
+76,600
160
$2.04M 0.02%
29,000
-10,700
161
$2.02M 0.02%
18,322
-700
162
$2.01M 0.02%
411
-50
163
$2.01M 0.02%
+70,169
164
$1.92M 0.02%
+102,600
165
$1.92M 0.02%
+27,300
166
$1.89M 0.02%
70,000
-6,900
167
$1.88M 0.02%
+54,600
168
$1.85M 0.02%
49,700
+6,900
169
$1.85M 0.02%
31,110
-87,539
170
$1.82M 0.02%
+196,296
171
$1.79M 0.02%
+154,170
172
$1.77M 0.01%
12,694
+5,102
173
$1.73M 0.01%
16,195
-31,105
174
$1.72M 0.01%
+35,100
175
$1.7M 0.01%
372,900
-52,700
5 6
7
8 9