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
$7.98B
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$19.3M
3
+$18.9M
4
SPLS
Staples Inc
SPLS
+$18.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.7M

Top Sells

1
+$170M
2
+$161M
3
+$23.6M
4
VMW
VMware, Inc
VMW
+$23.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.2M

Sector Composition

1 Materials 3.64%
2 Energy 3.29%
3 Technology 3.08%
4 Consumer Discretionary 3.06%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.54M 0.03%
22,713
-10,112
177
$2.53M 0.03%
+22,300
178
$2.47M 0.03%
22,234
+14,056
179
$2.41M 0.03%
153,100
-5,300
180
$2.35M 0.03%
+26,200
181
$2.34M 0.03%
+17,837
182
$2.34M 0.03%
104,700
-16,220
183
$2.32M 0.03%
22,279
-13,500
184
$2.3M 0.03%
41,200
-105,036
185
$2.3M 0.03%
175,500
-9,200
186
$2.25M 0.03%
+33,648
187
$2.23M 0.03%
51,604
-700
188
$2.21M 0.03%
122,535
-229,500
189
$2.21M 0.03%
32,561
-84,658
190
$2.21M 0.03%
+171,983
191
$2.19M 0.03%
92,036
-20,190
192
$2.08M 0.03%
+14,800
193
$2.08M 0.03%
61,710
+1,210
194
$2.04M 0.03%
44,315
-42,185
195
$1.98M 0.02%
+221,600
196
$1.98M 0.02%
+33,900
197
$1.97M 0.02%
21,848
-5,900
198
$1.96M 0.02%
95,500
-76,517
199
$1.87M 0.02%
36,400
-16,060
200
$1.84M 0.02%
+12,466
6 7
8
9 10