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

Top Buys

1
+$59.4M
2
+$49.9M
3
+$47.6M
4
AVGO icon
Broadcom
AVGO
+$42.6M
5
AXP icon
American Express
AXP
+$42.5M

Top Sells

1
+$75.7M
2
+$72.9M
3
+$55.9M
4
MON
Monsanto Co
MON
+$53M
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
326
– –
-170,477
327
– –
-307,676
328
– –
-48,581
329
– –
-22,347
330
– –
-79,700
331
– –
-36,800
332
– –
-30,566
333
– –
-30,645
334
– –
-53,700
335
– –
-88,087
336
– –
-409,299
337
– –
-733,754
338
– –
-465,679
339
– –
-198,793
340
– –
-10,501
341
– –
-18,549
342
– –
-18,790
343
– –
-2,610
344
– –
-245,642
345
– –
-764,537
346
– –
-345,387
347
– –
-141,064
348
– –
-1,664,113
349
– –
-353,139
350
– –
-638,500
12 13
14
15 16