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
1526
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-256,416
1527
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-10,229
1528
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-106,859
1529
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-388,482
1530
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1531
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1532
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-23,125
1533
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-2,949
1534
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-40,764
1535
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-42,009
1536
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-31,107
1537
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-85,739
1538
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-489,835
1539
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-88,910
1540
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-9,625
1541
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-9,561
1542
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-253,060
1543
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1544
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1545
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1546
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-26,659
1547
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-4,729,211
1548
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-37,677
1549
– –
-978,436
1550
– –
-97,323
60 61
62
63 64