Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $28.5B
1-Year Est. Return 25.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.32%
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
1701
– –
-233,126
1702
– –
-15,582
1703
– –
-229,770
1704
– –
-36,225
1705
– –
-38,046
1706
– –
-57,283
1707
– –
-40,301
1708
– –
-73,452
1709
– –
-31,207
1710
– –
-45,861
1711
– –
-57,548
1712
– –
-31,491
1713
– –
-2,366
1714
– –
-72,010
1715
– –
-66,215
1716
– –
-51,266
1717
– –
-44,461
1718
– –
-35,094
1719
– –
-17,885
1720
– –
-70,276
1721
– –
-15,415
1722
– –
-60,326
1723
– –
-690
1724
– –
-55,505
1725
– –
-103,702
67 68
69
70 71