Ray Dalio

Ray Dalio Bridgewater Associates

AUM $27.4B
1-Year Est. Return 31.63%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.98B
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$86.6M
2 +$20.9M
3 +$20.2M
4
B
Barrick Mining
B
+$16.1M
5
PH icon
Parker-Hannifin
PH
+$15M

Top Sells

1 +$165M
2 +$157M
3 +$23.6M
4
VMW
VMware, Inc
VMW
+$23.5M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$21M

Sector Composition

1 Materials 3.64%
2 Energy 3.29%
3 Technology 3.08%
4 Consumer Discretionary 3.06%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.47B 30.92%
70,001,189
-4,829,600
2
$2.14B 26.84%
10,221,200
-101,000
3
$1.31B 16.45%
38,191,833
-4,682,700
4
$125M 1.57%
4,157,211
+3,138,700
5
$110M 1.38%
897,555
+53,400
6
$45.1M 0.57%
2,112,956
+903,853
7
$36.8M 0.46%
175,000
8
$32.9M 0.41%
1,719,325
+753,530
9
$32.8M 0.41%
209,566
+74,037
10
$32.4M 0.41%
988,043
+2,100
11
$31.3M 0.39%
374,672
+124,851
12
$26.3M 0.33%
353,116
+253,400
13
$25.3M 0.32%
319,092
+75,100
14
$24.6M 0.31%
459,027
+204,100
15
$23.6M 0.3%
311,618
-82,600
16
$22.7M 0.29%
2,637,617
+2,120,111
17
$22.3M 0.28%
808,800
+312,800
18
$19.9M 0.25%
845,201
+373,581
19
$19.7M 0.25%
590,914
+106,033
20
$19.7M 0.25%
455,501
-6,534
21
$19.6M 0.25%
871,009
+300,271
22
$18.8M 0.24%
648,370
+363,186
23
$18.6M 0.23%
2,254,112
+1,540,953
24
$16.6M 0.21%
1,102,106
+383,907
25
$16.5M 0.21%
465,680
+374,748