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
$7.71B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$163M
3
+$55.2M
4
VMW
VMware, Inc
VMW
+$26.5M
5
M icon
Macy's
M
+$20.4M

Top Sells

1
+$25.7M
2
+$25.6M
3
+$24.9M
4
KO icon
Coca-Cola
KO
+$22.9M
5
AMAT icon
Applied Materials
AMAT
+$21.7M

Sector Composition

1 Technology 4.12%
2 Consumer Discretionary 3.36%
3 Energy 2.88%
4 Communication Services 2.3%
5 Materials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.53M 0.02%
+23,862
202
$1.53M 0.02%
397,100
-14,100
203
$1.46M 0.02%
69,264
-1,217,152
204
$1.34M 0.02%
53,140
+7,800
205
$1.34M 0.02%
40,878
-423,900
206
$1.33M 0.02%
572,900
+63,500
207
$1.31M 0.02%
+31,300
208
$1.3M 0.02%
+272,960
209
$1.28M 0.02%
52,100
+4,000
210
$1.28M 0.02%
50,670
-1,260
211
$1.25M 0.02%
+19,608
212
$1.19M 0.02%
52,800
+2,200
213
$1.17M 0.02%
16,376
-77,000
214
$1.14M 0.01%
19,500
+11,500
215
$1.13M 0.01%
142,800
-1,746,570
216
$1.13M 0.01%
+12,164
217
$1.13M 0.01%
+10,714
218
$1.1M 0.01%
18,216
-52,200
219
$1.03M 0.01%
+7,490
220
$1.01M 0.01%
9,030
-147,828
221
$997K 0.01%
11,766
-2,900
222
$977K 0.01%
22,292
-89,200
223
$923K 0.01%
4,100
-3,900
224
$915K 0.01%
17,000
-2,400
225
$854K 0.01%
+5,672
7 8
9
10 11