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
$12.8B
AUM Growth
-$3.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$39.6M
3
+$39.2M
4
SWN
Southwestern Energy Company
SWN
+$39M
5
KR icon
Kroger
KR
+$38.2M

Top Sells

1
+$1.97B
2
+$1.11B
3
+$913M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$348M
5
BMY icon
Bristol-Myers Squibb
BMY
+$47.2M

Sector Composition

1 Consumer Discretionary 4.47%
2 Financials 2.86%
3 Energy 2.75%
4 Industrials 1.72%
5 Healthcare 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.02B 15.86%
47,554,277
-26,079,335
2
$1.99B 15.58%
6,778,936
-1,189,183
3
$1.2B 9.41%
23,330,286
-17,757,011
4
$1.1B 8.65%
25,706,638
-45,868,404
5
$645M 5.06%
2,186,917
-10,760
6
$540M 4.24%
4,056,627
+28,655
7
$412M 3.23%
9,430,594
+106,095
8
$328M 2.57%
2,634,994
+12,640
9
$281M 2.2%
3,223,574
+381,144
10
$266M 2.09%
2,002,297
-230,246
11
$214M 1.68%
3,569,710
-198,249
12
$204M 1.6%
1,799,781
-48,285
13
$169M 1.32%
2,566,986
-26,678
14
$169M 1.32%
4,045,054
-42,540
15
$158M 1.24%
5,839,928
+35,318
16
$154M 1.21%
2,513,246
-28,520
17
$150M 1.17%
1,295,152
-103,461
18
$106M 0.83%
3,006,076
+2,984,292
19
$76.2M 0.6%
681,081
+354,047
20
$58.2M 0.46%
248,933
+8,555
21
$53.2M 0.42%
313,923
+222,685
22
$49M 0.38%
15,519,475
+12,337,947
23
$49M 0.38%
517,571
+236,173
24
$47.5M 0.37%
1,019,798
+810,391
25
$45.2M 0.35%
761,277
+660,851
1
2 3 4 5