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
$18.5B
AUM Growth
-$797M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,697
New
Increased
Reduced
Closed

Top Buys

1
+$276M
2
+$224M
3
+$177M
4
NKE icon
Nike
NKE
+$133M
5
KO icon
Coca-Cola
KO
+$123M

Top Sells

1
+$213M
2
+$185M
3
+$169M
4
BMY icon
Bristol-Myers Squibb
BMY
+$104M
5
BLK icon
Blackrock
BLK
+$95.4M

Sector Composition

1 Technology 20.45%
2 Healthcare 12.99%
3 Consumer Discretionary 11.59%
4 Financials 10.5%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-4,456
1502
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-114,935
1503
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-74,988
1504
– –
-1,717,960
1505
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-12,789
1506
– –
-21,628
1507
– –
-50,410
1508
– –
-23,161
1509
– –
-79,852
1510
– –
-99,379
1511
– –
-83,096
1512
– –
-28,821
1513
– –
-62,818
1514
– –
-26,571
1515
– –
-90,218
1516
– –
-11,106
1517
– –
-220,926
1518
– –
-28,638
1519
– –
-28,054
1520
– –
-20,483
1521
– –
-40,192
1522
– –
-12,475
1523
– –
-67,934
1524
– –
-25,137
1525
– –
-13,956
59 60
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