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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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 Fund
S&P 500
1 Year Est. Return
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Sterling Infrastructure
STRL
$27.4B
| $15.1M | 0.07% |
37,066
-6,887
|
|
||
202
Prudential Financial
PRU
$37.7B
| $14.9M | 0.07% |
152,101
-244,798
|
|
||
203
Kroger
KR
$35B
| $14.8M | 0.07% |
204,085
-24,775
|
|
||
204
Bristol-Myers Squibb
BMY
$113B
| $14.7M | 0.07% |
241,689
-167,203
|
|
||
205
iShares MSCI Mexico ETF
EWW
$1.88B
| $14.6M | 0.07% |
194,381
-24,004
|
|
||
206
Chubb
CB
$129B
| $14.6M | 0.07% |
44,783
-11,800
|
|
||
207
Thomson Reuters
TRI
$35.2B
| $14.4M | 0.06% |
+157,440
|
|
||
208
Five Below
FIVE
$10.3B
| $14.1M | 0.06% |
61,895
-36,143
|
|
||
209
S&P Global
SPGI
$118B
| $13.9M | 0.06% |
32,699
-45,435
|
|
||
210
Edwards Lifesciences
EW
$50.1B
| $13.8M | 0.06% |
171,923
+95,161
|
|
||
211
Idacorp
IDA
$8.05B
| $13.7M | 0.06% |
95,543
+38,721
|
|
||
212
Rockwell Automation
ROK
$50.8B
| $13.6M | 0.06% |
37,799
+36,759
|
|
||
213
Western Alliance Bancorporation
WAL
$8.81B
| $13.5M | 0.06% |
+190,800
|
|
||
214
Ross Stores
ROST
$73.5B
| $13.5M | 0.06% |
+62,291
|
|
||
|
RAL
215
Ralliant Corp
RAL
$7.75B
| $13.5M | 0.06% |
+323,474
|
|
||
216
New York Times
NYT
$11.8B
| $13.4M | 0.06% |
159,481
-80,603
|
|
||
217
American International
AIG
$40.6B
| $13.3M | 0.06% |
176,265
-221,394
|
|
||
218
Boyd Gaming
BYD
$6.42B
| $13.2M | 0.06% |
160,951
-50,970
|
|
||
219
Monolithic Power Systems
MPWR
$69.9B
| $13.1M | 0.06% |
11,942
+9,071
|
|
||
220
Bank OZK
OZK
$5.53B
| $13M | 0.06% |
283,220
+64,902
|
|
||
221
Weatherford International
WFRD
$6.43B
| $13M | 0.06% |
136,989
-49,995
|
|
||
222
Hudbay
HBM
$10.1B
| $12.9M | 0.06% |
619,376
+475,027
|
|
||
223
Primerica
PRI
$8.85B
| $12.9M | 0.06% |
51,645
-12,091
|
|
||
224
MasTec
MTZ
$30.9B
| $12.9M | 0.06% |
40,138
+29,414
|
|
||
225
Cullen/Frost Bankers
CFR
$9.42B
| $12.7M | 0.06% |
92,885
-60,607
|
|