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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.62M 0.01%
98,594
-166,000
202
$1.6M 0.01%
+18,780
203
$1.59M 0.01%
+16,026
204
$1.59M 0.01%
+22,700
205
$1.58M 0.01%
66,931
-118,069
206
$1.54M 0.01%
74,045
-41,700
207
$1.5M 0.01%
+24,219
208
$1.46M 0.01%
+28,895
209
$1.45M 0.01%
18,280
-84,600
210
$1.44M 0.01%
5,233
211
$1.43M 0.01%
33,400
+11,671
212
$1.41M 0.01%
+42,306
213
$1.39M 0.01%
26,200
+11,900
214
$1.38M 0.01%
+9,235
215
$1.35M 0.01%
27,720
-331,362
216
$1.32M 0.01%
+25,224
217
$1.3M 0.01%
+73,154
218
$1.29M 0.01%
+7,300
219
$1.28M 0.01%
+18,034
220
$1.28M 0.01%
+104,300
221
$1.27M 0.01%
27,214
-64,800
222
$1.27M 0.01%
21,166
+13,129
223
$1.24M 0.01%
12,683
+5,095
224
$1.23M 0.01%
32,248
-14,400
225
$1.2M 0.01%
35,910
+960