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
$7.9B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$33.5M
3
+$26.8M
4
INTC icon
Intel
INTC
+$22.7M
5
DIS icon
Walt Disney
DIS
+$20.9M

Top Sells

1
+$38.1M
2
+$29.7M
3
+$27.3M
4
EXC icon
Exelon
EXC
+$26.3M
5
AAPL icon
Apple
AAPL
+$24.1M

Sector Composition

1 Technology 3.99%
2 Energy 2.82%
3 Consumer Discretionary 2.8%
4 Materials 2.25%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.59B 32.76%
74,830,789
+970,143
2
$2.12B 26.85%
10,322,200
-185,400
3
$1.47B 18.59%
42,874,533
+1,303,500
4
$100M 1.27%
844,155
5
$36.2M 0.46%
175,000
6
$35.4M 0.45%
640,248
+102,240
7
$31.9M 0.4%
985,943
+701,928
8
$28.7M 0.36%
548,037
+30,976
9
$27.1M 0.34%
394,218
+301,056
10
$26.8M 0.34%
+1,018,511
11
$23.8M 0.3%
135,529
+104,462
12
$23.6M 0.3%
2,256,761
+1,841,812
13
$22.9M 0.29%
249,821
+31,700
14
$22.9M 0.29%
462,035
-185,019
15
$21.1M 0.27%
243,992
+185,507
16
$20.9M 0.26%
+210,300
17
$19.7M 0.25%
475,766
+188,865
18
$19.4M 0.25%
201,155
+192,125
19
$17.3M 0.22%
131,702
+124,212
20
$16.5M 0.21%
558,000
+431,826
21
$16.4M 0.21%
1,209,103
-539,000
22
$16M 0.2%
268,375
+159,300
23
$15.8M 0.2%
+125,826
24
$15.7M 0.2%
965,795
-261,027
25
$15.1M 0.19%
242,910
+74,248
1
2 3 4 5