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
$10.2B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.23B
2
+$392M
3
+$144M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$60.2M
5
AAPL icon
Apple
AAPL
+$25.5M

Top Sells

1
+$45.1M
2
+$17.6M
3
+$17.5M
4
GG
Goldcorp Inc
GG
+$16.7M
5
MET icon
MetLife
MET
+$16.5M

Sector Composition

1 Technology 3.47%
2 Energy 2.95%
3 Consumer Discretionary 2.32%
4 Healthcare 2.04%
5 Materials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.62M 0.03%
62,000
-42,100
177
$2.59M 0.03%
32,600
-126,908
178
$2.55M 0.03%
82,246
-131,942
179
$2.52M 0.02%
+3,280
180
$2.43M 0.02%
44,900
-154,275
181
$2.35M 0.02%
119,580
+14,880
182
$2.33M 0.02%
14,400
+10,500
183
$2.32M 0.02%
+55,457
184
$2.31M 0.02%
+1,838
185
$2.28M 0.02%
872,500
+199,300
186
$2.25M 0.02%
+43,866
187
$2.2M 0.02%
+19,604
188
$2.19M 0.02%
+209,644
189
$2.13M 0.02%
+64,500
190
$2.12M 0.02%
+67,200
191
$2.11M 0.02%
46,300
+38,100
192
$2.02M 0.02%
153,800
+700
193
$1.97M 0.02%
31,900
-22,100
194
$1.94M 0.02%
81,900
-13,600
195
$1.89M 0.02%
437,400
+78,700
196
$1.79M 0.02%
60,550
-1,160
197
$1.69M 0.02%
10,600
-1,866
198
$1.67M 0.02%
+45,700
199
$1.63M 0.02%
40,416
+13,417
200
$1.6M 0.02%
19,881
-57,581
6 7
8
9 10