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
1201
– –
-106,382
1202
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-24,947
1203
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-49,121
1204
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-74,206
1205
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-109,369
1206
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-245,237
1207
– –
-796,961
1208
– –
-120,232
1209
– –
-187,976
1210
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-21,248
1211
– –
-43,624
1212
– –
-44,514
1213
– –
-2,653
1214
– –
-120,299
1215
– –
-46,078
1216
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-619,805
1217
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-235,244
1218
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-6,214
1219
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-804,645
1220
– –
-175,799
1221
– –
-32,924
1222
– –
-44,677
1223
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-22,679
1224
– –
-258,135
1225
– –
-382,876
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