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
$7.47B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$21.7M
3
+$21.6M
4
KSS icon
Kohl's
KSS
+$20M
5
EXC icon
Exelon
EXC
+$19.5M

Top Sells

1
+$1.5B
2
+$841M
3
+$44.1M
4
AAPL icon
Apple
AAPL
+$28.3M
5
CMG icon
Chipotle Mexican Grill
CMG
+$17.4M

Sector Composition

1 Technology 4.32%
2 Materials 3.47%
3 Consumer Discretionary 3.19%
4 Energy 2.92%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.09M 0.04%
66,955
-4,462
177
$3.04M 0.04%
105,100
-4,037
178
$2.96M 0.04%
192,200
+16,300
179
$2.87M 0.04%
57,513
-12,200
180
$2.83M 0.04%
80,146
+7,768
181
$2.8M 0.04%
+40,692
182
$2.74M 0.04%
112,272
-54,000
183
$2.63M 0.04%
29,154
+13,845
184
$2.59M 0.03%
+55,881
185
$2.57M 0.03%
117,500
+10,500
186
$2.56M 0.03%
+261,115
187
$2.55M 0.03%
159,500
+11,980
188
$2.49M 0.03%
62,373
-11,581
189
$2.49M 0.03%
35,697
-9,700
190
$2.44M 0.03%
918,400
+72,400
191
$2.25M 0.03%
37,477
-31,300
192
$2.24M 0.03%
176,701
-34,982
193
$2.08M 0.03%
1,224,700
-23,800
194
$2.08M 0.03%
1,202,800
-2,200
195
$2.07M 0.03%
59,037
-62,839
196
$2.06M 0.03%
+26,893
197
$1.96M 0.03%
411,200
+148,800
198
$1.83M 0.02%
+25,543
199
$1.72M 0.02%
18,858
+3,791
200
$1.7M 0.02%
103,684
-14,700
6 7
8
9 10