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
$11.9B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$96.8M
3
+$17.5M
4
IBM icon
IBM
IBM
+$16.8M
5
MU icon
Micron Technology
MU
+$13.6M

Top Sells

1
+$294M
2
+$22.6M
3
+$20.1M
4
BEN icon
Franklin Resources
BEN
+$18.3M
5
CTSH icon
Cognizant
CTSH
+$17.9M

Sector Composition

1 Technology 2.18%
2 Energy 1.76%
3 Healthcare 1.18%
4 Consumer Discretionary 1.12%
5 Materials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.08B 34.35%
101,601,162
+2,412,142
2
$3.48B 29.28%
20,689,200
+870,300
3
$3.01B 25.37%
73,912,030
-7,207,648
4
$41.3M 0.35%
363,755
5
$34.9M 0.29%
1,997,717
+778,557
6
$29.6M 0.25%
175,000
7
$25.2M 0.21%
760,482
-213,100
8
$22.8M 0.19%
128,784
+95,082
9
$20.4M 0.17%
226,041
-23,300
10
$18.1M 0.15%
506,400
-65,100
11
$17.5M 0.15%
+1,832,945
12
$16.6M 0.14%
725,853
+152,000
13
$16.5M 0.14%
462,207
+357,123
14
$15.1M 0.13%
581,474
+236,806
15
$14.7M 0.12%
317,506
+73,664
16
$14.2M 0.12%
415,457
-130,800
17
$13.6M 0.11%
179,680
+65,600
18
$13.6M 0.11%
+82,536
19
$13.5M 0.11%
218,588
+84,300
20
$13.5M 0.11%
322,182
+228,951
21
$12.6M 0.11%
286,400
-52,400
22
$12.3M 0.1%
163,037
+33,500
23
$12.2M 0.1%
+106,788
24
$12M 0.1%
168,069
-57,700
25
$12M 0.1%
+376,930
1
2 3 4 5