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
$14.4B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,886
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$93.2M
3
+$71.2M
4
PG icon
Procter & Gamble
PG
+$66.2M
5
NEE icon
NextEra Energy
NEE
+$62.3M

Top Sells

1
+$172M
2
+$161M
3
+$125M
4
ADBE icon
Adobe
ADBE
+$121M
5
LMT icon
Lockheed Martin
LMT
+$110M

Sector Composition

1 Technology 21.15%
2 Consumer Discretionary 14.92%
3 Healthcare 13.59%
4 Industrials 9.97%
5 Financials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-80,260
1602
– –
-14,917
1603
– –
-11,588
1604
– –
-52,673
1605
– –
-32,378
1606
– –
-47,699
1607
– –
-115,544
1608
– –
-29,569
1609
– –
-41,093
1610
– –
-48,284
1611
– –
-69,409
1612
– –
-27,776
1613
– –
-208,951
1614
– –
-2,008,389
1615
– –
-110,391
1616
– –
-39,083
1617
– –
-17,356
1618
– –
-21,387
1619
– –
-76,658
1620
– –
-120,095
1621
– –
-75,024
1622
– –
-32,484
1623
– –
-11,832
1624
– –
-34,421
1625
– –
-6,112
63 64
65
66 67