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
$11.9B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$96.8M
3
+$17.5M
4
IBM icon
IBM
IBM
+$16.8M
5
MU icon
Micron Technology
MU
+$13.6M

Top Sells

1
+$294M
2
+$22.6M
3
+$20.1M
4
BEN icon
Franklin Resources
BEN
+$18.3M
5
CTSH icon
Cognizant
CTSH
+$17.9M

Sector Composition

1 Technology 2.18%
2 Energy 1.76%
3 Healthcare 1.18%
4 Consumer Discretionary 1.12%
5 Materials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.66M 0.01%
+21,417
177
$1.59M 0.01%
32,600
-3,200
178
$1.57M 0.01%
32,515
+4,409
179
$1.57M 0.01%
+57,557
180
$1.52M 0.01%
71,182
-59,332
181
$1.5M 0.01%
19,700
-1,700
182
$1.49M 0.01%
6,174
-4,338
183
$1.48M 0.01%
248,100
-4,100
184
$1.48M 0.01%
+52,300
185
$1.47M 0.01%
+11,080
186
$1.46M 0.01%
39,884
-13,100
187
$1.45M 0.01%
+74,457
188
$1.43M 0.01%
+30,400
189
$1.34M 0.01%
+29,800
190
$1.33M 0.01%
22,100
-7,197
191
$1.29M 0.01%
3,467
+714
192
$1.22M 0.01%
+28,090
193
$1.15M 0.01%
46,366
-33,900
194
$1.14M 0.01%
+13,977
195
$1.13M 0.01%
27,018
+17,300
196
$1.13M 0.01%
+14,657
197
$1.12M 0.01%
16,567
-6,433
198
$1.09M 0.01%
+17,486
199
$1.09M 0.01%
15,138
-46,000
200
$1.06M 0.01%
124,815
-378,075
6 7
8
9 10