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
$9.65B
AUM Growth
-$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$35M
3
+$25.7M
4
GE icon
GE Aerospace
GE
+$22.7M
5
INTC icon
Intel
INTC
+$22.5M

Top Sells

1
+$159M
2
+$155M
3
+$47.7M
4
WBA
Walgreens Boots Alliance
WBA
+$39.7M
5
ORCL icon
Oracle
ORCL
+$38.6M

Sector Composition

1 Financials 3.43%
2 Consumer Discretionary 3.34%
3 Energy 2.23%
4 Healthcare 1.95%
5 Industrials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.28B 23.64%
7,849,878
-533,108
2
$2.08B 21.56%
50,761,836
+854,812
3
$589M 6.1%
11,370,046
+826,568
4
$441M 4.57%
3,908,999
5
$341M 3.53%
7,937,172
+508,671
6
$288M 2.98%
2,502,134
7
$236M 2.44%
804,993
8
$231M 2.4%
1,973,849
9
$218M 2.25%
2,518,163
10
$190M 1.97%
1,762,022
11
$167M 1.73%
3,865,979
12
$166M 1.72%
2,448,104
13
$153M 1.58%
2,386,437
14
$150M 1.55%
4,449,828
-4,711,010
15
$129M 1.34%
5,657,893
16
$124M 1.28%
1,120,184
17
$56M 0.58%
699,313
+100,837
18
$54.3M 0.56%
893,616
+127,935
19
$43.7M 0.45%
1,321,750
+294,702
20
$38.1M 0.39%
426,026
-120,343
21
$37M 0.38%
980,515
-15
22
$36.2M 0.37%
606,941
+86,174
23
$33.3M 0.34%
1,092,463
+585,678
24
$33.2M 0.34%
486,063
+376,602
25
$32.7M 0.34%
844,910
+111,480
1
2 3 4 5