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
$12.5B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$23.8M
3
+$20.4M
4
CTXS
Citrix Systems Inc
CTXS
+$17.2M
5
LVS icon
Las Vegas Sands
LVS
+$17.1M

Top Sells

1
+$277M
2
+$29M
3
+$20.6M
4
INTC icon
Intel
INTC
+$16.7M
5
VLO icon
Valero Energy
VLO
+$14.2M

Sector Composition

1 Technology 2.39%
2 Energy 2.15%
3 Materials 1.21%
4 Healthcare 0.97%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.71M 0.01%
25,646
-49,700
177
$1.68M 0.01%
+27,103
178
$1.62M 0.01%
+25,555
179
$1.59M 0.01%
+14,700
180
$1.58M 0.01%
17,015
+2,358
181
$1.56M 0.01%
49,224
+16,080
182
$1.54M 0.01%
+21,533
183
$1.5M 0.01%
+46,648
184
$1.49M 0.01%
+123,584
185
$1.48M 0.01%
71,400
+21,800
186
$1.46M 0.01%
39,769
+21,582
187
$1.44M 0.01%
+17,200
188
$1.4M 0.01%
1,200
+800
189
$1.39M 0.01%
+43,263
190
$1.38M 0.01%
36,400
+27,300
191
$1.37M 0.01%
21,900
-36,979
192
$1.31M 0.01%
+15,710
193
$1.29M 0.01%
5,233
+1,766
194
$1.23M 0.01%
17,425
+6,100
195
$1.2M 0.01%
360,000
+159,900
196
$1.16M 0.01%
34,950
+18,570
197
$1.14M 0.01%
12,032
+6,600
198
$1.13M 0.01%
+13,400
199
$1.13M 0.01%
31,179
-345,751
200
$1.05M 0.01%
+87,122
6 7
8
9 10