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
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$58.9M
3
+$23.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$20.5M
5
POT
Potash Corp Of Saskatchewan
POT
+$19.9M

Top Sells

1
+$172M
2
+$72M
3
+$50.3M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
X
US Steel
X
+$15.2M

Sector Composition

1 Technology 3.06%
2 Materials 2.19%
3 Energy 1.97%
4 Healthcare 1.2%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.58B 35.67%
111,999,698
-4,213,310
2
$3.39B 26.4%
16,408,500
+1,049,300
3
$3.08B 24%
76,743,491
-1,793,103
4
$91.2M 0.71%
2,931,988
+1,894,000
5
$67.4M 0.53%
553,855
+129,100
6
$39.3M 0.31%
1,219,100
+617,500
7
$36.4M 0.28%
175,000
8
$27M 0.21%
268,093
+203,800
9
$23.4M 0.18%
+577,774
10
$22.2M 0.17%
263,111
+126,498
11
$22.1M 0.17%
814,974
+447,100
12
$21.8M 0.17%
142,302
-11,611
13
$20.9M 0.16%
200,628
+97,162
14
$20.3M 0.16%
828,788
+312,600
15
$19.4M 0.15%
515,326
+362,451
16
$18.8M 0.15%
417,883
+250,184
17
$18.1M 0.14%
269,628
+137,900
18
$17.8M 0.14%
570,303
-138,900
19
$17.3M 0.14%
294,643
+157,291
20
$17.1M 0.13%
552,351
+503,787
21
$16.5M 0.13%
908,861
-140,900
22
$16.1M 0.13%
1,468,200
-197,500
23
$15.7M 0.12%
226,538
-75,248
24
$15.6M 0.12%
138,899
+97,700
25
$14.8M 0.12%
85,019
-39,341
1
2 3 4 5