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
$7.47B
AUM Growth
-$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$21.7M
3
+$21.6M
4
KSS icon
Kohl's
KSS
+$20M
5
EXC icon
Exelon
EXC
+$19.5M

Top Sells

1
+$1.5B
2
+$841M
3
+$44.1M
4
AAPL icon
Apple
AAPL
+$28.3M
5
CMG icon
Chipotle Mexican Grill
CMG
+$17.4M

Sector Composition

1 Technology 4.32%
2 Materials 3.47%
3 Consumer Discretionary 3.19%
4 Energy 2.92%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.23B 29.84%
67,362,170
-45,423,479
2
$1.96B 26.26%
10,236,900
-230,300
3
$1.2B 16.02%
36,508,933
-25,650,268
4
$96.3M 1.29%
829,855
+600
5
$33.7M 0.45%
175,000
6
$33.6M 0.45%
1,336,974
+651,463
7
$33.3M 0.45%
830,374
+97,500
8
$31.1M 0.42%
551,616
+340,279
9
$30.3M 0.41%
1,099,408
-1,026,580
10
$27.4M 0.37%
290,403
+229,194
11
$25.7M 0.34%
804,520
+380,720
12
$25.2M 0.34%
578,665
+288,000
13
$25M 0.34%
1,286,416
+1,208,380
14
$24.9M 0.33%
292,299
+67,900
15
$24.7M 0.33%
381,038
+335,500
16
$24.4M 0.33%
565,245
+403,621
17
$23.7M 0.32%
511,367
+431,500
18
$22.6M 0.3%
2,074,855
+1,260,653
19
$22.5M 0.3%
724,600
+598,000
20
$22M 0.29%
614,749
+426,471
21
$21.8M 0.29%
222,121
+140,400
22
$21.7M 0.29%
1,479,057
+966,506
23
$20.8M 0.28%
471,008
+398,643
24
$19.9M 0.27%
355,791
+321,454
25
$19.9M 0.27%
937,077
+918,887
1
2 3 4 5