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
1601
– –
-64,739
1602
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-225,023
1603
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-272,640
1604
– –
-59,605
1605
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-806,785
1606
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-32,795
1607
– –
-2,405
1608
– –
-25,979
1609
– –
-2,057
1610
– –
-20,444
1611
– –
-936
1612
– –
-39,105
1613
– –
-329,069
1614
– –
-127,376
1615
– –
-12,634
1616
– –
-88,613
1617
– –
-49,688
1618
– –
-25,642
1619
– –
-1,318,310
1620
– –
-9,509
1621
– –
-26,800
1622
– –
-489,494
1623
– –
-42,293
1624
– –
-8,597
1625
– –
-63,506
63 64
65
66 67