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
$10.2B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.23B
2
+$392M
3
+$144M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$60.2M
5
AAPL icon
Apple
AAPL
+$25.5M

Top Sells

1
+$45.1M
2
+$17.6M
3
+$17.5M
4
GG
Goldcorp Inc
GG
+$16.7M
5
MET icon
MetLife
MET
+$16.5M

Sector Composition

1 Technology 3.47%
2 Energy 2.95%
3 Consumer Discretionary 2.32%
4 Healthcare 2.04%
5 Materials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.62M 0.04%
+39,300
152
$3.61M 0.04%
26,859
-800
153
$3.57M 0.04%
138,480
+280
154
$3.46M 0.03%
270,300
+58,800
155
$3.44M 0.03%
+9,500
156
$3.44M 0.03%
709,200
+123,800
157
$3.42M 0.03%
+139,860
158
$3.42M 0.03%
792,668
-1,167,200
159
$3.41M 0.03%
76,910
-16,600
160
$3.35M 0.03%
50,992
-61,300
161
$3.34M 0.03%
14,979
+13,379
162
$3.3M 0.03%
+138,798
163
$3.25M 0.03%
+470,800
164
$3.17M 0.03%
24,700
+1,100
165
$3.15M 0.03%
18,913
+16,700
166
$3.08M 0.03%
171,100
-4,400
167
$3M 0.03%
44,956
+24,147
168
$2.94M 0.03%
75,804
+24,200
169
$2.89M 0.03%
+55,600
170
$2.86M 0.03%
+14,700
171
$2.78M 0.03%
208,793
+36,810
172
$2.75M 0.03%
40,500
+27,700
173
$2.74M 0.03%
+85,500
174
$2.72M 0.03%
52,160
+20,460
175
$2.68M 0.03%
+31,000
5 6
7
8 9