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
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$27.9M
3
+$27.2M
4
POT
Potash Corp Of Saskatchewan
POT
+$21.3M
5
EMN icon
Eastman Chemical
EMN
+$18.5M

Top Sells

1
+$393M
2
+$59.9M
3
+$30.5M
4
RTX icon
RTX Corp
RTX
+$21.8M
5
FOSL icon
Fossil Group
FOSL
+$21.2M

Sector Composition

1 Technology 2.42%
2 Energy 2.21%
3 Materials 2.04%
4 Healthcare 1.26%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.65B 37.12%
116,213,008
+5,329,059
2
$3.16B 25.2%
15,359,200
-1,912,300
3
$3.09B 24.63%
78,536,594
-1,524,300
4
$50.7M 0.4%
424,755
5
$50.6M 0.4%
537,321
+295,800
6
$36.2M 0.29%
175,000
7
$28.6M 0.23%
1,037,988
-1,105,600
8
$27.9M 0.22%
601,045
+586,400
9
$25.7M 0.21%
709,203
+13,200
10
$23.6M 0.19%
153,913
-25,204
11
$22.9M 0.18%
301,786
+243,659
12
$21.3M 0.17%
+601,600
13
$20.1M 0.16%
327,739
+142,700
14
$19.4M 0.16%
1,049,761
+315,400
15
$18.7M 0.15%
124,360
+18,160
16
$17.9M 0.14%
1,665,700
+557,100
17
$16.4M 0.13%
136,613
+100,713
18
$16.1M 0.13%
195,123
+163,232
19
$15.7M 0.13%
65,211
+31,000
20
$15.4M 0.12%
564,401
+354,005
21
$15.2M 0.12%
+569,965
22
$14.7M 0.12%
340,570
+147,600
23
$14.4M 0.11%
193,365
-8,700
24
$14.3M 0.11%
656,954
+631,837
25
$14.3M 0.11%
280,842
+190,001
1
2 3 4 5