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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3.19M 0.03%
100,582
-37,700
152
$2.95M 0.02%
45,898
-11,550
153
$2.89M 0.02%
62,800
154
$2.85M 0.02%
+86,810
155
$2.85M 0.02%
+31,400
156
$2.73M 0.02%
51,803
+2,204
157
$2.7M 0.02%
+12,800
158
$2.66M 0.02%
78,500
+2,300
159
$2.64M 0.02%
+21,242
160
$2.58M 0.02%
+81,972
161
$2.57M 0.02%
+76,995
162
$2.56M 0.02%
+31,424
163
$2.55M 0.02%
13,800
+11,900
164
$2.49M 0.02%
33,753
-11,404
165
$2.48M 0.02%
29,900
+500
166
$2.46M 0.02%
+46,257
167
$2.43M 0.02%
43,177
-6,473
168
$2.39M 0.02%
+15,981
169
$2.38M 0.02%
+66,082
170
$2.32M 0.02%
30,919
-47,300
171
$2.32M 0.02%
9,167
-2,642
172
$2.3M 0.02%
18,499
-22,220
173
$2.25M 0.02%
608,300
-126,400
174
$2.23M 0.02%
39,496
+17,596
175
$2.23M 0.02%
35,400
-45,051