Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $28.5B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
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 13.1%
4 Financials 13.02%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-42,437
1402
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-17,563
1403
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-1,544,202
1404
– –
-206,829
1405
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-66,144
1406
– –
-66,930
1407
– –
-920,857
1408
– –
-181,571
1409
– –
-2,644,964
1410
– –
-120,177
1411
– –
-112,137
1412
– –
-9,755
1413
– –
-438,840
1414
– –
-1,050,680
1415
– –
-751,042
1416
– –
-1,390,783
1417
– –
-40,044
1418
– –
-42,343
1419
– –
-1,290,958
1420
– –
-1,561,999
1421
– –
-73,584
1422
– –
-170,538
1423
– –
-294,079
1424
– –
-17,911
1425
– –
-41,287
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