Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $28.5B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
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
376
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-11,758
377
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-176,970
378
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-86,850
379
– –
-59,225
380
– –
-293,409
381
– –
-91,577
382
– –
-214,714
383
– –
-37,997
384
– –
-48,208
385
– –
-32,884
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