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
$12.5B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$23.8M
3
+$20.4M
4
CTXS
Citrix Systems Inc
CTXS
+$17.2M
5
LVS icon
Las Vegas Sands
LVS
+$17.1M

Top Sells

1
+$277M
2
+$29M
3
+$20.6M
4
INTC icon
Intel
INTC
+$16.7M
5
VLO icon
Valero Energy
VLO
+$14.2M

Sector Composition

1 Technology 2.39%
2 Energy 2.15%
3 Materials 1.21%
4 Healthcare 0.97%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.2B 33.7%
102,097,760
+496,598
2
$3.54B 28.43%
19,186,800
-1,502,400
3
$3.24B 25.96%
77,422,430
+3,510,400
4
$43.1M 0.35%
377,355
+13,600
5
$32.5M 0.26%
175,000
6
$31.5M 0.25%
175,540
+46,756
7
$24.1M 0.19%
629,782
-130,700
8
$23.8M 0.19%
+286,977
9
$23.3M 0.19%
462,934
+341,000
10
$23.2M 0.19%
1,158,388
+478,800
11
$22.5M 0.18%
457,624
+227,900
12
$20.4M 0.16%
311,948
+230,187
13
$18.6M 0.15%
531,300
+24,900
14
$18.2M 0.15%
200,437
+37,400
15
$18M 0.14%
608,828
+465,037
16
$17.9M 0.14%
250,363
+85,965
17
$17.5M 0.14%
325,964
+308,478
18
$17.1M 0.14%
+217,084
19
$16M 0.13%
259,138
+188,300
20
$15.3M 0.12%
359,082
+36,900
21
$15.3M 0.12%
866,200
+386,700
22
$15.2M 0.12%
+406,800
23
$14.4M 0.12%
664,217
-1,333,500
24
$14.4M 0.12%
664,407
+318,000
25
$14.3M 0.11%
192,065
+40,700
1
2 3 4 5