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
276
$24.9M 0.09%
289,795
-239,112
277
$24.8M 0.09%
988,172
-2,644,883
278
$24.8M 0.09%
694,024
-123,428
279
$24.4M 0.09%
+138,809
280
$24.2M 0.09%
2,515,406
-128,644
281
$24.2M 0.09%
+359,564
282
$24M 0.09%
514,804
+44,898
283
$24M 0.09%
87,158
-25,181
284
$23.8M 0.09%
229,272
+223,270
285
$23.5M 0.09%
+311,131
286
$23.5M 0.09%
+1,262,412
287
$23.3M 0.09%
335,705
-83,950
288
$23.1M 0.09%
3,538,538
-821,369
289
$23.1M 0.09%
143,285
+106,374
290
$23.1M 0.08%
313,841
-1,435,506
291
$22.8M 0.08%
564,243
-228,705
292
$22.7M 0.08%
322,371
-198,489
293
$22.6M 0.08%
+93,228
294
$22.5M 0.08%
+96,615
295
$22.5M 0.08%
111,419
+25,123
296
$22.4M 0.08%
567,573
+325,149
297
$22.2M 0.08%
979,714
+290,007
298
$22.2M 0.08%
2,474,075
+440,292
299
$22.1M 0.08%
+663,404
300
$21.7M 0.08%
311,838
-169,462
10 11
12
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