Ray Dalio

Ray Dalio Bridgewater Associates

AUM $24.8B
1-Year Est. Return 26.44%
 

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
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$3.18B
3
+$3.12B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.3M
5
ORCL icon
Oracle
ORCL
+$29.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Energy 2.06%
3 Financials 1.14%
4 Materials 0.95%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.85B 33.68%
+99,189,020
2
$3.18B 27.83%
+19,818,900
3
$3.12B 27.34%
+81,119,678
4
$41.3M 0.36%
+363,755
5
$29.9M 0.26%
+973,582
6
$28.2M 0.25%
+175,000
7
$22.9M 0.2%
+375,465
8
$21.3M 0.19%
+310,094
9
$21M 0.18%
+249,341
10
$20.1M 0.18%
+384,022
11
$19.4M 0.17%
+821,662
12
$19M 0.17%
+546,257
13
$18.8M 0.16%
+167,539
14
$18.3M 0.16%
+403,914
15
$18.3M 0.16%
+312,334
16
$17.9M 0.16%
+570,436
17
$17.5M 0.15%
+1,219,160
18
$17.1M 0.15%
+426,200
19
$16.9M 0.15%
+394,951
20
$16.8M 0.15%
+571,500
21
$16.5M 0.14%
+344,089
22
$16.2M 0.14%
+191,495
23
$15.9M 0.14%
+160,530
24
$14.8M 0.13%
+225,769
25
$13.9M 0.12%
+573,853
1
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