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
$7.71B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$163M
3
+$55.2M
4
VMW
VMware, Inc
VMW
+$26.5M
5
M icon
Macy's
M
+$20.4M

Top Sells

1
+$25.7M
2
+$25.6M
3
+$24.9M
4
KO icon
Coca-Cola
KO
+$22.9M
5
AMAT icon
Applied Materials
AMAT
+$21.7M

Sector Composition

1 Technology 4.12%
2 Consumer Discretionary 3.36%
3 Energy 2.88%
4 Communication Services 2.3%
5 Materials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.06M 0.04%
431,378
-39,222
152
$2.96M 0.04%
35,690
-79,900
153
$2.77M 0.04%
64,366
-142,148
154
$2.73M 0.04%
1,510,800
+308,000
155
$2.72M 0.04%
27,542
-96,443
156
$2.68M 0.03%
73,600
-12,700
157
$2.65M 0.03%
1,424,468
+199,768
158
$2.64M 0.03%
115,000
+9,900
159
$2.64M 0.03%
209,800
+17,600
160
$2.57M 0.03%
+30,462
161
$2.53M 0.03%
+66,499
162
$2.48M 0.03%
+13,074
163
$2.43M 0.03%
85,657
+5,511
164
$2.42M 0.03%
+45,892
165
$2.41M 0.03%
64,250
+53,525
166
$2.39M 0.03%
353,300
-1,112,309
167
$2.37M 0.03%
34,871
+25,600
168
$2.34M 0.03%
158,700
-800
169
$2.31M 0.03%
85,000
+66,500
170
$2.3M 0.03%
+11,842
171
$2.3M 0.03%
53,545
+41,400
172
$2.26M 0.03%
+14,144
173
$2.24M 0.03%
27,746
+21,276
174
$2.23M 0.03%
20,982
-44,215
175
$2.23M 0.03%
+31,945
5 6
7
8 9