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
1501
– –
-15,000
1502
– –
-52,883
1503
– –
-218,051
1504
– –
-3,898
1505
– –
-1,127,153
1506
– –
-13,659
1507
– –
-57,322
1508
– –
-17,094
1509
– –
-19,720
1510
– –
-7,546
1511
– –
-66,232
1512
– –
-13,127
1513
– –
-58,111
1514
– –
-11,347
1515
– –
-205,065
1516
– –
-140,372
1517
– –
-123,236
1518
– –
-10,514,279
1519
– –
-170,124
1520
– –
-8,770
1521
– –
-45,646
1522
– –
-72,443
1523
– –
-405,393
1524
– –
-3,021
1525
– –
-76,755
59 60
61
62 63