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
1126
$202K ﹤0.01%
+16,622
1127
$176K ﹤0.01%
+11,434
1128
$173K ﹤0.01%
+12,385
1129
$165K ﹤0.01%
31,000
-511,522
1130
$143K ﹤0.01%
11,396
-5,259,240
1131
$141K ﹤0.01%
15,667
-171,595
1132
$103K ﹤0.01%
16,410
-117,117
1133
– –
-143,254
1134
– –
-4,744
1135
– –
-340,656
1136
– –
-35,925
1137
– –
-553,106
1138
– –
-21,846
1139
– –
-24,151
1140
– –
-102,969
1141
– –
-15,943
1142
– –
-189,722
1143
– –
-667,751
1144
– –
-923,613
1145
– –
-1,093,738
1146
– –
-262,506
1147
– –
-82,050
1148
– –
-175,517
1149
– –
-1,114,939
1150
– –
-188,776
44 45
46
47 48