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
1001
$1.26M ﹤0.01%
+40,535
1002
$1.25M ﹤0.01%
116,457
-28,712
1003
$1.25M ﹤0.01%
77,882
-25,818
1004
$1.24M ﹤0.01%
+9,571
1005
$1.22M ﹤0.01%
+147,558
1006
$1.22M ﹤0.01%
24,294
-53,507
1007
$1.2M ﹤0.01%
+95,419
1008
$1.19M ﹤0.01%
+60,534
1009
$1.18M ﹤0.01%
+18,519
1010
$1.16M ﹤0.01%
110,723
-59,036
1011
$1.15M ﹤0.01%
+35,689
1012
$1.15M ﹤0.01%
23,782
-1,658
1013
$1.14M ﹤0.01%
264,978
-150,591
1014
$1.14M ﹤0.01%
+47,202
1015
$1.11M ﹤0.01%
32,208
-387,961
1016
$1.11M ﹤0.01%
+44,587
1017
$1.09M ﹤0.01%
+77,030
1018
$1.08M ﹤0.01%
+7,593
1019
$1.08M ﹤0.01%
34,484
+14,003
1020
$1.07M ﹤0.01%
+7,917
1021
$1.07M ﹤0.01%
76,048
-283,752
1022
$1.06M ﹤0.01%
69,340
-696,915
1023
$1.04M ﹤0.01%
+19,726
1024
$1.04M ﹤0.01%
+62,907
1025
$1.04M ﹤0.01%
+15,338
39 40
41
42 43