Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $29.8B
1-Year Est. Return 30.65%
This Quarter Est. Return
1 Year Est. Return
+30.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$561M
2
+$492M
3
+$329M
4
COST icon
Costco
COST
+$223M
5
CVNA icon
Carvana
CVNA
+$217M

Top Sells

1
+$375M
2
+$258M
3
+$239M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$180M
5
MCK icon
McKesson
MCK
+$173M

Sector Composition

1 Technology 23.29%
2 Consumer Discretionary 14.75%
3 Industrials 13.09%
4 Financials 12.96%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCO icon
226
Moody's
MCO
$87.3B
$31.5M 0.12%
62,825
-129,101
INSM icon
227
Insmed
INSM
$43.9B
$31.5M 0.12%
313,053
+310,376
HUBS icon
228
HubSpot
HUBS
$19.8B
$31M 0.11%
55,725
-21,475
SFM icon
229
Sprouts Farmers Market
SFM
$8.3B
$30.9M 0.11%
+187,493
WFRD icon
230
Weatherford International
WFRD
$5.53B
$30.8M 0.11%
612,331
-158,932
FE icon
231
FirstEnergy
FE
$26.1B
$30.5M 0.11%
757,282
-1,269,336
VLO icon
232
Valero Energy
VLO
$53.4B
$30.4M 0.11%
226,471
+41,317
CAKE icon
233
Cheesecake Factory
CAKE
$2.38B
$30.4M 0.11%
484,965
-179,334
VRNA
234
DELISTED
Verona Pharma
VRNA
$30.2M 0.11%
+319,217
TFX icon
235
Teleflex
TFX
$5.25B
$29.9M 0.11%
253,013
-171,230
WBS icon
236
Webster Financial
WBS
$10B
$29.9M 0.11%
546,799
-6,888
PNW icon
237
Pinnacle West Capital
PNW
$10.5B
$29.8M 0.11%
332,718
-356,566
MMYT icon
238
MakeMyTrip
MMYT
$7.1B
$29.7M 0.11%
+303,486
PKG icon
239
Packaging Corp of America
PKG
$17.7B
$29.7M 0.11%
157,717
+63,032
DDS icon
240
Dillards
DDS
$10.6B
$29.7M 0.11%
71,115
+58,328
AN icon
241
AutoNation
AN
$7.8B
$29.7M 0.11%
149,299
+4,066
LITE icon
242
Lumentum
LITE
$23.3B
$29.5M 0.11%
310,460
+25,305
VZ icon
243
Verizon
VZ
$174B
$29.4M 0.11%
679,836
-252,354
FDS icon
244
Factset
FDS
$10.4B
$29.3M 0.11%
65,495
-134,168
KBH icon
245
KB Home
KBH
$4.16B
$29.2M 0.11%
550,789
+221,197
PFGC icon
246
Performance Food Group
PFGC
$14.6B
$29.1M 0.11%
333,017
+60,583
PFE icon
247
Pfizer
PFE
$146B
$29.1M 0.11%
1,199,447
-3,931,695
DUOL icon
248
Duolingo
DUOL
$8.71B
$28.7M 0.11%
70,024
+38,173
AM icon
249
Antero Midstream
AM
$8.67B
$28.6M 0.11%
1,511,414
+371,599
EQH icon
250
Equitable Holdings
EQH
$13.2B
$28.6M 0.11%
509,645
-585,337
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