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
$19.2B
AUM Growth
-$623M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
959
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$228M
3
+$90.9M
4
CCJ icon
Cameco
CCJ
+$84.7M
5
AMD icon
Advanced Micro Devices
AMD
+$68.2M

Top Sells

1
+$289M
2
+$167M
3
+$151M
4
CMCSA icon
Comcast
CMCSA
+$88.8M
5
PG icon
Procter & Gamble
PG
+$84.4M

Sector Composition

1 Consumer Staples 18.06%
2 Healthcare 14.75%
3 Technology 14.44%
4 Consumer Discretionary 12.13%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.15B 6%
2,101,534
+4,562
2
$999M 5.22%
18,662,013
-1,457
3
$827M 4.32%
4,540,271
-828,582
4
$810M 4.23%
6,556,193
-489,797
5
$593M 3.1%
3,595,067
-511,662
6
$511M 2.67%
2,645,567
+1,597,676
7
$487M 2.54%
1,090,347
+510,822
8
$485M 2.53%
962,410
-31,641
9
$468M 2.45%
3,204,305
+361,072
10
$441M 2.3%
6,515,350
-370,742
11
$388M 2.02%
712,193
-2,201
12
$375M 1.96%
440,819
-94,009
13
$328M 1.71%
5,146,875
-1,141,812
14
$308M 1.61%
1,865,172
-275,852
15
$274M 1.43%
1,074,436
-143,603
16
$223M 1.16%
1,801,991
-288,265
17
$210M 1.1%
801,205
-143,859
18
$182M 0.95%
4,156,473
-670,270
19
$178M 0.93%
1,099,785
+420,331
20
$173M 0.91%
1,668,469
-67,688
21
$167M 0.87%
1,254,866
-289,631
22
$158M 0.83%
358,309
+9,601
23
$150M 0.78%
257,265
-54,189
24
$134M 0.7%
1,454,200
-24,300
25
$131M 0.68%
2,090,450
-614,200
1
2 3 4 5