Voloridge Investment Management Portfolio holdings
AUM
$27.1B
1-Year Return
25.54%
This Quarter Return
-5.3%
1 Year Return
+25.54%
3 Year Return
+79.26%
5 Year Return
+135.5%
10 Year Return
+413.11%
AUM
$17.6B
AUM Growth
-$635M
(-3.5%)
Cap. Flow
+$397M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
10.79%
Holding
1,844
New
313
Increased
602
Reduced
402
Closed
527
Top Buys
| 1 |
PayPal
PYPL
|
$275M |
| 2 |
Meta Platforms (Facebook)
META
|
$181M |
| 3 |
Comcast
CMCSA
|
$164M |
| 4 |
Goldman Sachs
GS
|
$143M |
| 5 |
Occidental Petroleum
OXY
|
$135M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$404M |
| 2 |
Citigroup
C
|
$158M |
| 3 |
Microsoft
MSFT
|
$138M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$116M |
| 5 |
Union Pacific
UNP
|
$108M |
Sector Composition
| 1 | Technology | 17.79% |
| 2 | Financials | 14.08% |
| 3 | Consumer Discretionary | 12.95% |
| 4 | Industrials | 10.7% |
| 5 | Healthcare | 10.44% |
