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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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 Fund
S&P 500
1 Year Est. Return
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Agnico Eagle Mines
AEM
$80.1B
| $18M | 0.08% |
88,737
-45,548
|
|
||
177
Crane Co
CR
$12.3B
| $17.7M | 0.08% |
103,441
+82,730
|
|
||
178
Spotify
SPOT
$93.7B
| $17.6M | 0.08% |
36,386
+12,846
|
|
||
179
Regeneron Pharmaceuticals
REGN
$64.8B
| $17.6M | 0.08% |
22,724
-50,021
|
|
||
180
First Citizens BancShares
FCNCA
$24.5B
| $17.6M | 0.08% |
9,314
-11,226
|
|
||
181
Emerson Electric
EMR
$80.2B
| $17.6M | 0.08% |
+133,973
|
|
||
182
Analog Devices
ADI
$198B
| $17.5M | 0.08% |
55,073
+52,405
|
|
||
183
Kirby Corp
KEX
$7.39B
| $17.3M | 0.08% |
130,551
+23,472
|
|
||
184
TechnipFMC
FTI
$26.4B
| $17.3M | 0.08% |
250,795
-537,125
|
|
||
185
Coca-Cola
KO
$346B
| $17.1M | 0.08% |
224,951
-61,158
|
|
||
186
Equitable Holdings
EQH
$12.6B
| $17M | 0.08% |
458,416
-87,825
|
|
||
187
Carpenter Technology
CRS
$28.7B
| $16.7M | 0.07% |
42,457
-108,716
|
|
||
188
Global X Uranium ETF
URA
$6.31B
| $16.7M | 0.07% |
344,552
-70,294
|
|
||
189
Pinnacle West Capital
PNW
$12.6B
| $16.6M | 0.07% |
164,824
-9,219
|
|
||
|
NBIS
190
Nebius Group N.V.
NBIS
$69.9B
| $16.3M | 0.07% |
157,064
+127,721
|
|
||
191
PPL Corp
PPL
$27.3B
| $16.3M | 0.07% |
425,621
+370,735
|
|
||
192
PNC Financial Services
PNC
$95.8B
| $16.1M | 0.07% |
77,347
+47,906
|
|
||
193
PepsiCo
PEP
$194B
| $16.1M | 0.07% |
103,612
+19,638
|
|
||
194
McDonald's
MCD
$193B
| $15.8M | 0.07% |
50,689
+2,787
|
|
||
195
Sun Life Financial
SLF
$43B
| $15.7M | 0.07% |
250,635
-55,928
|
|
||
196
Aecom
ACM
$8.88B
| $15.5M | 0.07% |
183,161
+140,486
|
|
||
197
Independent Bank
INDB
$4B
| $15.4M | 0.07% |
205,297
-1,476
|
|
||
198
US Bancorp
USB
$93.5B
| $15.4M | 0.07% |
295,717
-251,841
|
|
||
199
Flowserve
FLS
$10.2B
| $15.3M | 0.07% |
208,616
+92,120
|
|
||
200
Crocs
CROX
$6.02B
| $15.2M | 0.07% |
182,994
-28,234
|
|