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
$12.8B
AUM Growth
-$514M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$77.8M
3
+$19.6M
4
RTX icon
RTX Corp
RTX
+$14.9M
5
UPS icon
United Parcel Service
UPS
+$14.7M

Top Sells

1
+$363M
2
+$35.6M
3
+$15.1M
4
VTR icon
Ventas
VTR
+$14.6M
5
CAG icon
Conagra Brands
CAG
+$12.8M

Sector Composition

1 Technology 2.59%
2 Energy 1.96%
3 Materials 1.29%
4 Consumer Discretionary 1.01%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.62B 36.05%
110,883,949
+1,864,216
2
$3.4B 26.52%
17,271,500
-1,843,800
3
$3.33B 25.93%
80,060,894
+4,501,776
4
$54M 0.42%
2,143,588
-145,200
5
$50.2M 0.39%
424,755
6
$34.7M 0.27%
175,000
7
$32.5M 0.25%
179,117
-40,041
8
$25.7M 0.2%
241,521
-108,300
9
$24.2M 0.19%
696,003
-432,250
10
$22.5M 0.18%
1,013,798
-146,284
11
$22.1M 0.17%
332,832
+224,367
12
$20.3M 0.16%
410,609
+284,703
13
$19.8M 0.15%
708,197
+443,451
14
$19.6M 0.15%
+224,123
15
$19M 0.15%
201,898
+133,377
16
$16.9M 0.13%
734,361
+207,654
17
$16.3M 0.13%
1,108,600
+343,200
18
$15.1M 0.12%
202,065
+26,100
19
$14.8M 0.12%
430,874
-255,600
20
$14.7M 0.11%
+149,364
21
$14.7M 0.11%
343,474
-3,400
22
$14M 0.11%
386,400
-205,200
23
$13.2M 0.1%
263,365
-217,900
24
$12.6M 0.1%
185,039
+111,539
25
$12.6M 0.1%
164,100
-16,200
1
2 3 4 5