Voloridge Investment Management

Voloridge Investment Management Portfolio holdings

AUM $29.8B
1-Year Est. Return 30.65%
This Quarter Est. Return
1 Year Est. Return
+30.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
-$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$49.9M
3
+$47.6M
4
AVGO icon
Broadcom
AVGO
+$42.6M
5
AXP icon
American Express
AXP
+$42.5M

Top Sells

1
+$75.7M
2
+$72.9M
3
+$55.9M
4
MON
Monsanto Co
MON
+$53M
5
PG icon
Procter & Gamble
PG
+$48.1M

Sector Composition

1 Consumer Discretionary 23.92%
2 Technology 13.01%
3 Consumer Staples 12.88%
4 Communication Services 12.09%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$838K 0.06%
+36,772
152
$816K 0.06%
+60,653
153
$744K 0.05%
18,420
-48,422
154
$722K 0.05%
+5,798
155
$682K 0.05%
+8,464
156
$650K 0.05%
+24,745
157
$646K 0.05%
+3,530
158
$640K 0.05%
+15,966
159
$522K 0.04%
+18,610
160
$516K 0.04%
+4,282
161
$504K 0.04%
+7,613
162
$492K 0.04%
4,800
-260,182
163
$472K 0.03%
+19,388
164
$455K 0.03%
+13,684
165
$365K 0.03%
28,414
-390,800
166
$341K 0.02%
9,612
-60,856
167
$283K 0.02%
+2,918
168
$257K 0.02%
+8,216
169
$254K 0.02%
+8,360
170
$234K 0.02%
+3,436
171
$209K 0.01%
+2,901
172
– –
-77,800
173
– –
-482,375
174
– –
-126,944
175
– –
-129,531
5 6
7
8 9