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
76
$80.6M 0.3%
268,799
-860,600
77
$80.2M 0.3%
165,000
-370,000
78
$79.8M 0.29%
1,981,093
-353,319
79
$79M 0.29%
+458,661
80
$79M 0.29%
2,515,967
-1,695,747
81
$79M 0.29%
547,156
+348,355
82
$78.8M 0.29%
2,203,071
-828,915
83
$78.2M 0.29%
2,017,660
+925,212
84
$78M 0.29%
1,966,708
+1,373,344
85
$77.2M 0.28%
779,305
-84,598
86
$77M 0.28%
6,012,543
+1,432,092
87
$76.3M 0.28%
50,161
-6,768
88
$74.7M 0.28%
1,888,069
+1,301,907
89
$74.1M 0.27%
461,112
-97,113
90
$73.6M 0.27%
11,170,841
-1,471,767
91
$73.3M 0.27%
7,066,818
+1,632,313
92
$72.9M 0.27%
244,579
-98,304
93
$72.5M 0.27%
230,842
+34,902
94
$72.4M 0.27%
1,403,833
+291,266
95
$72.1M 0.27%
+343,305
96
$71.7M 0.26%
1,375,090
-129,218
97
$71.6M 0.26%
558,768
+548,633
98
$71M 0.26%
+822,696
99
$70.8M 0.26%
3,502,827
+1,088,064
100
$69.3M 0.26%
120,224
-20,300
2 3
4
5 6