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
$20.3B
AUM Growth
-$911M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,671
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$151M
3
+$122M
4
HPQ icon
HP
HPQ
+$99.4M
5
MCD icon
McDonald's
MCD
+$99M

Top Sells

1
+$190M
2
+$184M
3
+$139M
4
UNH icon
UnitedHealth
UNH
+$126M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$125M

Sector Composition

1 Technology 20.52%
2 Consumer Discretionary 15.41%
3 Healthcare 13.58%
4 Industrials 11.4%
5 Financials 10.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-6,339
1402
– –
-58,982
1403
– –
-63,502
1404
– –
-53,208
1405
– –
-311,358
1406
– –
-313,128
1407
– –
-18,119
1408
– –
-103,016
1409
– –
-97,533
1410
– –
-9,732
1411
– –
-333,696
1412
– –
-79,737
1413
– –
-8,303
1414
– –
-14,362
1415
– –
-195,736
1416
– –
-5,418
1417
– –
-834,324
1418
– –
-17,760
1419
– –
-3,375
1420
– –
-47,519
1421
– –
-27,340
1422
– –
-5,607
1423
– –
-64,070
1424
– –
-29,067
1425
– –
-143,086
55 56
57
58 59