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
$12.2B
AUM Growth
-$2.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$37.4M
3
+$30.5M
4
CAH icon
Cardinal Health
CAH
+$29.1M
5
CELG
Celgene Corp
CELG
+$21.4M

Top Sells

1
+$1.55B
2
+$890M
3
+$526M
4
ESRX
Express Scripts Holding Company
ESRX
+$42.8M
5
KR icon
Kroger
KR
+$42.3M

Sector Composition

1 Healthcare 1.72%
2 Consumer Discretionary 1.46%
3 Financials 1.05%
4 Materials 0.96%
5 Energy 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.17B 25.92%
68,962,380
-19,380,038
2
$2.53B 20.68%
9,466,201
-17,130
3
$1.54B 12.58%
32,615,729
-32,823,279
4
$885M 7.25%
15,553,096
-9,239,675
5
$483M 3.96%
3,908,999
+14,091
6
$313M 2.56%
7,727,872
+924,497
7
$301M 2.46%
2,474,272
+52,310
8
$268M 2.2%
2,114,274
+19,345
9
$221M 1.81%
1,940,184
+6,440
10
$221M 1.81%
2,528,084
+176,255
11
$218M 1.79%
811,273
-5,450
12
$207M 1.69%
1,779,997
+3,438
13
$173M 1.42%
3,866,359
14
$172M 1.41%
2,448,346
15
$158M 1.29%
2,386,694
16
$142M 1.16%
5,657,893
+17,396
17
$38M 0.31%
+846,531
18
$35.5M 0.29%
980,509
-1,862
19
$33.5M 0.27%
446,669
-455,220
20
$30.5M 0.25%
+420,695
21
$30.3M 0.25%
290,776
+205,490
22
$29.1M 0.24%
+475,692
23
$28.6M 0.23%
393,897
+283,004
24
$26.5M 0.22%
5,910,044
+748,060
25
$25.1M 0.21%
4,496,246
+569,383
1
2 3 4 5