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
$1.4B
AUM Growth
-$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$59.8M
2
+$48M
3
+$45M
4
AXP icon
American Express
AXP
+$44.5M
5
AVGO icon
Broadcom
AVGO
+$38.2M

Top Sells

1
+$75.7M
2
+$72.9M
3
+$55.9M
4
MON
Monsanto Co
MON
+$50.6M
5
PG icon
Procter & Gamble
PG
+$48.1M

Sector Composition

1 Consumer Discretionary 23.92%
2 Technology 13.01%
3 Consumer Staples 12.88%
4 Communication Services 12.09%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-21,276
302
– –
-43,753
303
– –
-61,165
304
– –
-485,027
305
– –
-28,346
306
– –
-26,310
307
– –
-64,900
308
– –
-8,240
309
– –
-1,936
310
– –
-42,472
311
– –
-27,847
312
– –
-24,574
313
– –
-517,560
314
– –
-1,673
315
– –
-18,563
316
– –
-277,856
317
– –
-49,704
318
– –
-7,258
319
– –
-92,265
320
– –
-85,910
321
– –
-106,167
322
– –
-29,954
323
– –
-1,825,520
324
– –
-52,500
325
– –
-36,557
11 12
13
14 15