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VCM

Voleon Capital Management Portfolio holdings

AUM $4.64B
1-Year Est. Return 38.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.64B
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$31.8M
3
+$26.1M
4
MS icon
Morgan Stanley
MS
+$23.3M
5
META icon
Meta Platforms (Facebook)
META
+$22.1M

Top Sells

1
+$26M
2
+$24.5M
3
+$22.3M
4
BSX icon
Boston Scientific
BSX
+$20.3M
5
UNP icon
Union Pacific
UNP
+$19.5M

Sector Composition

1 Technology 29.05%
2 Financials 12.66%
3 Healthcare 12.35%
4 Industrials 11.19%
5 Consumer Discretionary 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPXC icon
501
SPX Corp
SPXC
$11.2B
$728K 0.02%
3,639
-8,823
COR icon
502
Cencora
COR
$54.7B
$728K 0.02%
2,316
+1,308
WST icon
503
West Pharmaceutical
WST
$23.4B
$716K 0.02%
2,856
+503
GILD icon
504
Gilead Sciences
GILD
$151B
$715K 0.02%
5,129
+2,941
ES icon
505
Eversource Energy
ES
$26B
$714K 0.02%
10,304
+1,275
MATV icon
506
Mativ Holdings
MATV
$434M
$706K 0.02%
81,120
+3,891
INTA icon
507
Intapp
INTA
$1.84B
$700K 0.02%
27,248
+3,283
BHP icon
508
BHP
BHP
$211B
$698K 0.02%
+9,597
OXY icon
509
Occidental Petroleum
OXY
$56.8B
$697K 0.02%
10,719
-6,906
BHRB icon
510
Burke & Herbert Financial Services Corp
BHRB
$1.33B
$693K 0.02%
11,132
-1,086
BDC icon
511
Belden
BDC
$4.12B
$693K 0.01%
+6,038
RUN icon
512
Sunrun
RUN
$2.84B
$690K 0.01%
50,864
+30,487
SFL icon
513
SFL Corp
SFL
$1.48B
$687K 0.01%
+63,691
CRDO icon
514
Credo Technology Group
CRDO
$43.8B
$685K 0.01%
+7,301
MZTI
515
The Marzetti Company
MZTI
$3B
$683K 0.01%
4,941
+1,544
PTON icon
516
Peloton Interactive
PTON
$2.42B
$673K 0.01%
156,925
+146,327
CSCO icon
517
Cisco
CSCO
$468B
$671K 0.01%
8,643
+1,413
MRNA icon
518
Moderna
MRNA
$18.2B
$670K 0.01%
13,181
-8,828
IOT icon
519
Samsara
IOT
$19B
$666K 0.01%
21,031
+8,283
ICE icon
520
Intercontinental Exchange
ICE
$79.4B
$663K 0.01%
4,215
+2,604
KALU icon
521
Kaiser Aluminum
KALU
$2.86B
$663K 0.01%
+5,501
PAYX icon
522
Paychex
PAYX
$36.2B
$659K 0.01%
7,153
-13,239
SYBT icon
523
Stock Yards Bancorp
SYBT
$2.19B
$655K 0.01%
9,887
+2,141
IRD
524
Opus Genetics
IRD
$321M
$654K 0.01%
+143,796
PTEN icon
525
Patterson-UTI
PTEN
$4.56B
$654K 0.01%
60,399
-102,055
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