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
$7.98B
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$19.3M
3
+$18.9M
4
SPLS
Staples Inc
SPLS
+$18.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.7M

Top Sells

1
+$170M
2
+$161M
3
+$23.6M
4
VMW
VMware, Inc
VMW
+$23.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.2M

Sector Composition

1 Materials 3.64%
2 Energy 3.29%
3 Technology 3.08%
4 Consumer Discretionary 3.06%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.67M 0.05%
+81,000
152
$3.65M 0.05%
89,228
-4,900
153
$3.65M 0.05%
50,633
-70,524
154
$3.61M 0.05%
240,800
-23,700
155
$3.6M 0.05%
54,114
+36,163
156
$3.59M 0.05%
31,900
+9,550
157
$3.56M 0.04%
138,200
-10,300
158
$3.43M 0.04%
47,600
-7,900
159
$3.41M 0.04%
+119,587
160
$3.4M 0.04%
35,188
-22,527
161
$3.37M 0.04%
101,400
+45,000
162
$3.37M 0.04%
14,818
+4,200
163
$3.3M 0.04%
23,400
-22,500
164
$3.3M 0.04%
+27,659
165
$3.28M 0.04%
+60,800
166
$3.24M 0.04%
+35,639
167
$3.16M 0.04%
54,000
-29,332
168
$3.15M 0.04%
+211,500
169
$3.13M 0.04%
85,800
+63,800
170
$3.05M 0.04%
134,700
+112,600
171
$2.95M 0.04%
25,700
+2,000
172
$2.87M 0.04%
585,400
-75,900
173
$2.7M 0.03%
23,600
-39,500
174
$2.65M 0.03%
+23,816
175
$2.57M 0.03%
+60,000
5 6
7
8 9