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
1
$4.28B 35.02%
105,484,837
+3,387,077
2
$3.57B 29.25%
19,115,300
-71,500
3
$2.85B 23.35%
69,596,365
-7,826,065
4
$46.6M 0.38%
398,455
+21,100
5
$36.6M 0.3%
892,645
+485,845
6
$32.9M 0.27%
175,000
7
$29.5M 0.24%
620,465
+162,841
8
$26M 0.21%
141,231
-34,309
9
$25.8M 0.21%
262,993
+149,800
10
$25.7M 0.21%
1,286,229
+953,478
11
$24.2M 0.2%
1,080,780
+564,200
12
$23.2M 0.19%
1,211,588
+53,200
13
$23.1M 0.19%
565,282
-64,500
14
$19.7M 0.16%
761,353
+679,300
15
$17.6M 0.14%
247,721
+209,100
16
$17.5M 0.14%
253,380
-58,568
17
$17.4M 0.14%
215,484
-1,600
18
$17M 0.14%
703,935
+475,964
19
$16.2M 0.13%
463,100
-68,200
20
$15.7M 0.13%
198,865
+6,800
21
$15.3M 0.13%
155,938
+58,538
22
$15.1M 0.12%
165,647
+19,205
23
$13.2M 0.11%
1,007,300
+245,500
24
$13M 0.11%
701,237
-72,813
25
$13M 0.11%
176,157
-74,206