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
$7.9B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$33.5M
3
+$26.8M
4
INTC icon
Intel
INTC
+$22.7M
5
DIS icon
Walt Disney
DIS
+$20.9M

Top Sells

1
+$38.1M
2
+$29.7M
3
+$27.3M
4
EXC icon
Exelon
EXC
+$26.3M
5
AAPL icon
Apple
AAPL
+$24.1M

Sector Composition

1 Technology 3.99%
2 Energy 2.82%
3 Consumer Discretionary 2.8%
4 Materials 2.25%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.64M 0.03%
26,692
-204,999
177
$2.63M 0.03%
+18,900
178
$2.62M 0.03%
+36,317
179
$2.61M 0.03%
661,300
-119,100
180
$2.59M 0.03%
301,800
-168,471
181
$2.48M 0.03%
10,618
+1,290
182
$2.48M 0.03%
+86,437
183
$2.46M 0.03%
22,350
-139,400
184
$2.41M 0.03%
39,690
-25,500
185
$2.4M 0.03%
30,200
+9,053
186
$2.37M 0.03%
+27,748
187
$2.2M 0.03%
158,400
-200
188
$2.06M 0.03%
43,483
-82,835
189
$2.04M 0.03%
13,000
-28,813
190
$2.02M 0.03%
74,911
-367,287
191
$1.99M 0.03%
15,817
+12,948
192
$1.96M 0.02%
49,552
-43,326
193
$1.95M 0.02%
+25,700
194
$1.91M 0.02%
120,920
-37,780
195
$1.82M 0.02%
+52,900
196
$1.74M 0.02%
9,100
-3,974
197
$1.69M 0.02%
52,304
+204
198
$1.67M 0.02%
65,134
-1,026,411
199
$1.66M 0.02%
11,210
+6,014
200
$1.66M 0.02%
+56,400
6 7
8
9 10