Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $28.5B
1-Year Est. Return 25.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.34%
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
+$447M
2
+$429M
3
+$283M
4
UNH icon
UnitedHealth
UNH
+$252M
5
COST icon
Costco
COST
+$224M

Top Sells

1
+$375M
2
+$248M
3
+$239M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$188M
5
MCK icon
McKesson
MCK
+$167M

Sector Composition

1 Technology 23.21%
2 Consumer Discretionary 14.75%
3 Industrials 13.13%
4 Financials 13.02%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28.3M 0.1%
934,535
-394,928
252
$27.8M 0.1%
496,030
+65,074
253
$27.7M 0.1%
879,982
-251,568
254
$27.7M 0.1%
127,033
-114,823
255
$27.7M 0.1%
+308,016
256
$27.1M 0.1%
1,507,455
+13,774
257
$27M 0.1%
364,155
+14,552
258
$26.9M 0.1%
69,842
+11,208
259
$26.8M 0.1%
671,052
+280,133
260
$26.8M 0.1%
321,910
-113,798
261
$26.7M 0.1%
1,666,284
-486,364
262
$26.7M 0.1%
+259,715
263
$26.4M 0.1%
1,764,960
-614,563
264
$26.4M 0.1%
277,458
-159,221
265
$26.2M 0.1%
117,276
-34,681
266
$26.2M 0.1%
122,184
+20,091
267
$26.1M 0.1%
35,612
-236,038
268
$26M 0.1%
+270,213
269
$25.9M 0.1%
213,802
+25,287
270
$25.9M 0.1%
248,589
-259,730
271
$25.7M 0.09%
285,697
-291,998
272
$25.5M 0.09%
800,525
+12,836
273
$25.3M 0.09%
237,732
-145,247
274
$25.2M 0.09%
1,474,155
+1,016,827
275
$25.2M 0.09%
+329,574
9 10
11
12 13