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
$10.5B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$187M
3
+$93.4M
4
TAP icon
Molson Coors Class B
TAP
+$27.4M
5
UNH icon
UnitedHealth
UNH
+$26.2M

Top Sells

1
+$176M
2
+$46.5M
3
+$21.1M
4
INTC icon
Intel
INTC
+$20.7M
5
JNPR
Juniper Networks
JNPR
+$20.3M

Sector Composition

1 Energy 2.75%
2 Technology 2.62%
3 Consumer Discretionary 2.44%
4 Financials 1.98%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.03M 0.04%
105,762
-16,800
152
$3.72M 0.04%
3,836
+3,484
153
$3.71M 0.04%
77,616
+73,116
154
$3.7M 0.04%
+32,300
155
$3.56M 0.03%
205,500
-24,700
156
$3.53M 0.03%
45,400
+27,600
157
$3.4M 0.03%
49,038
-98,162
158
$3.33M 0.03%
66,337
-119,667
159
$3.27M 0.03%
+13,100
160
$3.2M 0.03%
43,470
-1,486
161
$3.19M 0.03%
64,610
-248,526
162
$3.17M 0.03%
23,359
-3,500
163
$3.17M 0.03%
+91,126
164
$3.15M 0.03%
+68,100
165
$3.13M 0.03%
+60,900
166
$3.08M 0.03%
80,200
+18,200
167
$3.05M 0.03%
323,100
+52,800
168
$3.01M 0.03%
+20,700
169
$2.99M 0.03%
41,133
-130,725
170
$2.95M 0.03%
147,300
-23,800
171
$2.94M 0.03%
1,046,068
+253,400
172
$2.89M 0.03%
65,854
+10,397
173
$2.86M 0.03%
80,435
-19,656
174
$2.86M 0.03%
90,100
+25,600
175
$2.8M 0.03%
23,360
-37,620
5 6
7
8 9