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
1626
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-137,314
1627
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-12,140
1628
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-942,468
1629
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-3,986
1630
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-35,898
1631
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-794,641
1632
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-33,310
1633
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-36,444
1634
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-26,691
1635
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-16,443
1636
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-53,918
1637
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-117,508
1638
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-74,585
1639
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-84,905
1640
– –
-66,584
1641
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-238,814
1642
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-15,691
1643
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-58,435
1644
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-21,620
1645
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-24,432
1646
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-13,135
1647
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-41,812
1648
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-13,171
1649
– –
-15,354
1650
– –
-4,292
63 64 65
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