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
751
$5.03M 0.02%
117,465
-47,044
752
$5.02M 0.02%
41,681
+32,549
753
$5M 0.02%
62,536
-2,548
754
$4.97M 0.02%
299,624
+192,935
755
$4.96M 0.02%
40,112
-27,700
756
$4.92M 0.02%
196,450
+76,112
757
$4.92M 0.02%
293,080
-208,117
758
$4.91M 0.02%
99,900
+43,522
759
$4.87M 0.02%
+215,747
760
$4.85M 0.02%
94,638
-85,748
761
$4.85M 0.02%
+777,221
762
$4.76M 0.02%
+29,023
763
$4.69M 0.02%
+467,851
764
$4.66M 0.02%
97,665
-272,471
765
$4.65M 0.02%
73,352
-26,451
766
$4.64M 0.02%
994,381
-356,733
767
$4.64M 0.02%
37,894
-9,100
768
$4.61M 0.02%
46,775
-55,747
769
$4.61M 0.02%
168,094
-53,446
770
$4.6M 0.02%
546,458
-979,694
771
$4.59M 0.02%
+112,884
772
$4.58M 0.02%
651,998
+511,989
773
$4.57M 0.02%
231,113
-123,837
774
$4.56M 0.02%
187,998
+57,005
775
$4.56M 0.02%
152,008
-77,139
29 30
31
32 33