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
$7.71B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$163M
3
+$55.2M
4
VMW
VMware, Inc
VMW
+$26.5M
5
M icon
Macy's
M
+$20.4M

Top Sells

1
+$25.7M
2
+$25.6M
3
+$24.9M
4
KO icon
Coca-Cola
KO
+$22.9M
5
AMAT icon
Applied Materials
AMAT
+$21.7M

Sector Composition

1 Technology 4.12%
2 Consumer Discretionary 3.36%
3 Energy 2.88%
4 Communication Services 2.3%
5 Materials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.22M 0.03%
+25,234
177
$2.22M 0.03%
125,400
+7,900
178
$2.2M 0.03%
33,609
-2,088
179
$2.16M 0.03%
780,400
-138,000
180
$2.13M 0.03%
+7,036
181
$2.06M 0.03%
+75,649
182
$2.04M 0.03%
10,786
-10,952
183
$1.97M 0.03%
36,963
-20,550
184
$1.92M 0.03%
22,257
+4,000
185
$1.91M 0.02%
31,722
-5,755
186
$1.9M 0.02%
21,900
-82,473
187
$1.89M 0.02%
+9,328
188
$1.88M 0.02%
+18,360
189
$1.84M 0.02%
158,600
+15,900
190
$1.83M 0.02%
+16,842
191
$1.83M 0.02%
23,153
-95,615
192
$1.78M 0.02%
250,088
+73,387
193
$1.75M 0.02%
+13,731
194
$1.75M 0.02%
38,857
-43,600
195
$1.69M 0.02%
65,072
-47,200
196
$1.67M 0.02%
43,840
-113,702
197
$1.65M 0.02%
+21,147
198
$1.63M 0.02%
88,284
-15,400
199
$1.58M 0.02%
+24,100
200
$1.54M 0.02%
125,600
+18,100
6 7
8
9 10