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
$10.5B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$187M
3
+$93.4M
4
TAP icon
Molson Coors Class B
TAP
+$27.4M
5
UNH icon
UnitedHealth
UNH
+$26.2M

Top Sells

1
+$176M
2
+$46.5M
3
+$21.1M
4
INTC icon
Intel
INTC
+$20.7M
5
JNPR
Juniper Networks
JNPR
+$20.3M

Sector Composition

1 Energy 2.75%
2 Technology 2.62%
3 Consumer Discretionary 2.44%
4 Financials 1.98%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.8M 0.03%
23,030
-86,257
177
$2.77M 0.03%
96,020
+84,420
178
$2.75M 0.03%
117,780
-20,700
179
$2.74M 0.03%
911,600
+202,400
180
$2.66M 0.03%
164,900
+45,320
181
$2.62M 0.02%
66,300
+40,000
182
$2.6M 0.02%
+11,200
183
$2.59M 0.02%
+35,100
184
$2.58M 0.02%
+45,970
185
$2.48M 0.02%
+21,080
186
$2.39M 0.02%
109,947
-131,453
187
$2.38M 0.02%
+22,485
188
$2.35M 0.02%
990,305
+117,805
189
$2.25M 0.02%
+22,454
190
$2.24M 0.02%
25,200
-15,300
191
$2.19M 0.02%
29,900
+23,400
192
$2.15M 0.02%
42,905
-253,437
193
$2.14M 0.02%
62,404
-13,400
194
$2.11M 0.02%
19,000
+8,100
195
$2.05M 0.02%
+17,900
196
$2.05M 0.02%
+84,600
197
$2.05M 0.02%
103,973
+73,783
198
$2.04M 0.02%
+81,200
199
$1.99M 0.02%
565,600
+128,200
200
$1.97M 0.02%
91,000
+40,100
6 7
8
9 10