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
$7.9B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$33.5M
3
+$26.8M
4
INTC icon
Intel
INTC
+$22.7M
5
DIS icon
Walt Disney
DIS
+$20.9M

Top Sells

1
+$38.1M
2
+$29.7M
3
+$27.3M
4
EXC icon
Exelon
EXC
+$26.3M
5
AAPL icon
Apple
AAPL
+$24.1M

Sector Composition

1 Technology 3.99%
2 Energy 2.82%
3 Consumer Discretionary 2.8%
4 Materials 2.25%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.67M 0.05%
+35,779
152
$3.59M 0.05%
172,017
-60,100
153
$3.59M 0.05%
106,097
+39,598
154
$3.57M 0.05%
117,660
+2,660
155
$3.56M 0.05%
+90,932
156
$3.48M 0.04%
266,300
+3,100
157
$3.4M 0.04%
92,926
+7,269
158
$3.39M 0.04%
45,656
-67,618
159
$3.39M 0.04%
1,114,768
-309,700
160
$3.37M 0.04%
148,500
+23,100
161
$3.33M 0.04%
971,900
-538,900
162
$3.3M 0.04%
32,825
+11,843
163
$3.26M 0.04%
+42,992
164
$3.21M 0.04%
+3,608,840
165
$3.17M 0.04%
53,581
-290,848
166
$2.97M 0.04%
+108,600
167
$2.95M 0.04%
264,500
+54,700
168
$2.89M 0.04%
78,500
+34,660
169
$2.87M 0.04%
+49,576
170
$2.85M 0.04%
78,084
-99,200
171
$2.85M 0.04%
55,500
-18,100
172
$2.8M 0.04%
+26,533
173
$2.77M 0.04%
52,460
-85,040
174
$2.76M 0.03%
+32,760
175
$2.7M 0.03%
23,700
-20,709
5 6
7
8 9