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
$8.82B
AUM Growth
-$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.5M
3
+$22.2M
4
DVN icon
Devon Energy
DVN
+$18.4M
5
GE icon
GE Aerospace
GE
+$18M

Top Sells

1
+$1.2B
2
+$795M
3
+$53.2M
4
AAPL icon
Apple
AAPL
+$48.2M
5
MSFT icon
Microsoft
MSFT
+$41.4M

Sector Composition

1 Energy 2.89%
2 Consumer Discretionary 2.25%
3 Materials 2.16%
4 Healthcare 2.09%
5 Technology 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.87B 32.52%
72,183,616
-20,018,578
2
$2.33B 26.39%
9,872,429
-225,871
3
$1.54B 17.48%
39,120,778
-30,547,277
4
$273M 3.1%
5,713,056
5
$221M 2.5%
5,889,241
+593,030
6
$117M 1.33%
1,895,209
+31,800
7
$117M 1.33%
991,655
+12,500
8
$42.7M 0.48%
3,825,502
+2,288,466
9
$41.5M 0.47%
175,000
10
$35.6M 0.4%
539,841
+187,430
11
$31.6M 0.36%
+3,848,295
12
$30.9M 0.35%
3,785,525
+1,458,202
13
$30.6M 0.35%
1,030,772
+557,543
14
$24.6M 0.28%
682,862
-269,481
15
$23.8M 0.27%
570,774
+441,074
16
$22.5M 0.26%
3,641,870
-119,360
17
$21.2M 0.24%
3,763,980
+261,576
18
$18M 0.2%
+126,211
19
$17.7M 0.2%
721,530
+395,857
20
$16.2M 0.18%
409,628
-175,322
21
$15.9M 0.18%
+445,245
22
$15.9M 0.18%
137,040
+104,740
23
$15.5M 0.18%
486,868
+20,323
24
$15.4M 0.17%
308,844
25
$15.1M 0.17%
1,560,991
+56,591
1
2 3 4 5