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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$2.2M 0.02%
+38,552
177
$2.11M 0.02%
+50,173
178
$2M 0.02%
404,500
-39,500
179
$1.95M 0.02%
+24,400
180
$1.94M 0.02%
3,610
-4,800
181
$1.93M 0.02%
+26,851
182
$1.91M 0.02%
29,089
+23,800
183
$1.88M 0.02%
+133,929
184
$1.86M 0.02%
186,800
-176,100
185
$1.86M 0.02%
91,014
-599,075
186
$1.86M 0.02%
+75,012
187
$1.85M 0.02%
31,439
-16,800
188
$1.84M 0.02%
+23,961
189
$1.83M 0.02%
+27,439
190
$1.82M 0.01%
48,200
+27,400
191
$1.81M 0.01%
+92,747
192
$1.8M 0.01%
14,700
193
$1.79M 0.01%
+20,100
194
$1.78M 0.01%
+66,669
195
$1.77M 0.01%
+23,509
196
$1.76M 0.01%
32,379
-101,992
197
$1.71M 0.01%
74,600
+3,200
198
$1.66M 0.01%
+31,472
199
$1.64M 0.01%
+10,017
200
$1.64M 0.01%
49,224