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
$10.8B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$31.9M
3
+$13.1M
4
FOSL icon
Fossil Group
FOSL
+$12.7M
5
FL
Foot Locker
FL
+$12.7M

Top Sells

1
+$1.22B
2
+$578M
3
+$39.3M
4
AAPL icon
Apple
AAPL
+$25.3M
5
AGU
Agrium
AGU
+$20.9M

Sector Composition

1 Energy 2.9%
2 Technology 2.23%
3 Materials 1.84%
4 Healthcare 1.31%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.61B 42.58%
112,785,649
+785,951
2
$2.46B 22.74%
62,159,201
-14,584,290
3
$2.15B 19.9%
10,467,200
-5,941,300
4
$96M 0.89%
829,255
+275,400
5
$66.7M 0.62%
2,125,988
-806,000
6
$36.3M 0.33%
175,000
7
$28.8M 0.27%
732,874
+155,100
8
$23.9M 0.22%
224,399
+85,500
9
$23.4M 0.22%
849,800
+453,900
10
$20.1M 0.19%
685,511
+379,834
11
$19.3M 0.18%
231,768
+62,900
12
$19M 0.18%
194,993
-73,100
13
$18.8M 0.17%
211,337
-51,774
14
$18.5M 0.17%
479,200
+255,200
15
$17.6M 0.16%
1,341,245
+728,955
16
$17.4M 0.16%
1,434,950
+1,085,000
17
$16.2M 0.15%
695,489
+75,302
18
$16M 0.15%
1,501,000
+32,800
19
$15.4M 0.14%
949,361
+40,500
20
$15.2M 0.14%
432,104
+299,900
21
$14.6M 0.14%
94,186
-48,116
22
$14.6M 0.13%
187,719
23
$14.1M 0.13%
1,561,400
-285,100
24
$14.1M 0.13%
420,252
-5,913
25
$13.6M 0.13%
722,974
-92,000
1
2 3 4 5