Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Zoetis
ZTS
$48.8B
| $23M | 0.08% |
182,559
+56,967
|
|
||
177
Vanguard S&P 500 ETF
VOO
$842B
| $22.9M | 0.08% |
36,510
+34,389
|
|
||
178
J.M. Smucker
SJM
$11.3B
| $22.8M | 0.08% |
232,966
+226,215
|
|
||
179
Agnico Eagle Mines
AEM
$104B
| $22.8M | 0.08% |
134,285
+38,963
|
|
||
180
Ford
F
$46.6B
| $22.6M | 0.08% |
+1,723,372
|
|
||
181
Abercrombie & Fitch
ANF
$3.75B
| $22.4M | 0.08% |
178,158
+15,801
|
|
||
182
Gen Digital
GEN
$12.5B
| $22.2M | 0.08% |
817,890
-480,091
|
|
||
183
First Horizon
FHN
$10.5B
| $22.2M | 0.08% |
+928,572
|
|
||
184
Nextpower Inc
NXT
$17.8B
| $22.2M | 0.08% |
254,733
+165,247
|
|
||
185
Regions Financial
RF
$21.6B
| $22.1M | 0.08% |
816,700
-632,244
|
|
||
186
Bristol-Myers Squibb
BMY
$120B
| $22.1M | 0.08% |
408,892
-35,140
|
|
||
187
Associated Banc-Corp
ASB
$4.06B
| $21.7M | 0.08% |
844,047
+81,087
|
|
||
188
Lockheed Martin
LMT
$149B
| $21.7M | 0.08% |
44,916
-318
|
|
||
189
Canadian Pacific Kansas City
CP
$73.1B
| $21.7M | 0.08% |
294,565
-68,064
|
|
||
|
FLG
190
Flagstar Bank National Association
FLG
$5.08B
| $21.5M | 0.08% |
1,703,894
+1,493,069
|
|
||
191
Nutanix
NTNX
$10.4B
| $21.4M | 0.08% |
413,699
-60,790
|
|
||
192
Neurocrine Biosciences
NBIX
$13B
| $21.3M | 0.08% |
149,990
+126,952
|
|
||
193
HF Sinclair
DINO
$10B
| $21.3M | 0.08% |
461,375
+365,038
|
|
||
194
Fortinet
FTNT
$61.7B
| $21.2M | 0.08% |
267,384
-712,963
|
|
||
195
EOG Resources
EOG
$71.7B
| $21.1M | 0.08% |
200,706
-13,070
|
|
||
196
Genpact
G
$6.51B
| $21.1M | 0.08% |
450,158
+4,669
|
|
||
197
Autoliv
ALV
$7.69B
| $21M | 0.08% |
177,101
+12,112
|
|
||
198
Elastic
ESTC
$5.33B
| $20.8M | 0.08% |
275,553
+46,189
|
|
||
199
Suncor Energy
SU
$70.7B
| $20.8M | 0.08% |
467,473
-41,139
|
|
||
200
Reinsurance Group of America
RGA
$13.2B
| $20.7M | 0.08% |
101,726
+2,654
|
|