Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $29.8B
1-Year Est. Return 30.65%
This Quarter Est. Return
1 Year Est. Return
+30.65%
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
+$561M
2
+$492M
3
+$329M
4
COST icon
Costco
COST
+$223M
5
CVNA icon
Carvana
CVNA
+$217M

Top Sells

1
+$375M
2
+$258M
3
+$239M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$180M
5
MCK icon
McKesson
MCK
+$173M

Sector Composition

1 Technology 23.29%
2 Consumer Discretionary 14.75%
3 Industrials 13.09%
4 Financials 12.96%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPB icon
126
Campbell Soup
CPB
$8.69B
$56.1M 0.21%
1,831,094
+1,039,144
AVY icon
127
Avery Dennison
AVY
$13.6B
$55.3M 0.2%
315,396
+167,142
SU icon
128
Suncor Energy
SU
$54.2B
$54.8M 0.2%
1,463,901
-971,937
CME icon
129
CME Group
CME
$98.4B
$54.6M 0.2%
+198,232
CRDO icon
130
Credo Technology Group
CRDO
$33B
$54.5M 0.2%
588,251
-847,563
KHC icon
131
Kraft Heinz
KHC
$29.2B
$54.4M 0.2%
2,105,962
-188,082
SCHW icon
132
Charles Schwab
SCHW
$169B
$53.7M 0.2%
588,575
+551,326
GPN icon
133
Global Payments
GPN
$18.9B
$53.5M 0.2%
+668,194
ADC icon
134
Agree Realty
ADC
$8.56B
$52.9M 0.2%
724,291
-952
ANET icon
135
Arista Networks
ANET
$162B
$52.1M 0.19%
509,070
-732,390
NVR icon
136
NVR
NVR
$20.5B
$51.9M 0.19%
7,026
-10,059
CSCO icon
137
Cisco
CSCO
$306B
$49.7M 0.18%
715,955
-713,955
AZO icon
138
AutoZone
AZO
$63.8B
$49.6M 0.18%
13,372
-19,450
AEG icon
139
Aegon
AEG
$12.3B
$49.3M 0.18%
6,805,921
+1,830,709
BNS icon
140
Scotiabank
BNS
$87.3B
$48.6M 0.18%
878,892
-179,648
HBAN icon
141
Huntington Bancshares
HBAN
$26.9B
$48.4M 0.18%
+2,890,509
LEN icon
142
Lennar Class A
LEN
$31.6B
$48.3M 0.18%
436,918
-14,154
LMT icon
143
Lockheed Martin
LMT
$103B
$48.2M 0.18%
104,159
-246,347
TXT icon
144
Textron
TXT
$14.7B
$47.8M 0.18%
594,735
-430,022
HRB icon
145
H&R Block
HRB
$5.3B
$47.4M 0.17%
863,653
+255,900
AVGO icon
146
Broadcom
AVGO
$1.8T
$47.3M 0.17%
171,769
-140,369
CE icon
147
Celanese
CE
$4.38B
$47.3M 0.17%
854,696
-132,412
VIK icon
148
Viking Holdings
VIK
$29.8B
$47.1M 0.17%
883,018
-305,469
CALM icon
149
Cal-Maine
CALM
$4.12B
$47M 0.17%
471,582
-64,315
CW icon
150
Curtiss-Wright
CW
$20.4B
$46.9M 0.17%
95,899
+63,252
4 5
6
7 8