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
$27.1B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,443
New
Increased
Reduced
Closed

Top Buys

1
+$447M
2
+$429M
3
+$283M
4
UNH icon
UnitedHealth
UNH
+$252M
5
COST icon
Costco
COST
+$224M

Top Sells

1
+$375M
2
+$248M
3
+$239M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$188M
5
MCK icon
McKesson
MCK
+$167M

Sector Composition

1 Technology 23.21%
2 Consumer Discretionary 14.75%
3 Industrials 13.13%
4 Financials 13.02%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$35.1M 0.13%
+111,836
202
$35M 0.13%
3,120,232
+2,261,913
203
$34.9M 0.13%
539,771
-412,930
204
$34.8M 0.13%
1,584,749
-330,414
205
$34.8M 0.13%
+1,152,098
206
$34.7M 0.13%
+119,092
207
$34.2M 0.13%
1,077,884
+302,240
208
$34.2M 0.13%
+5,762,758
209
$33.8M 0.12%
854,634
+477,430
210
$33.3M 0.12%
267,649
-209,874
211
$33.2M 0.12%
723,531
-18,746
212
$33.2M 0.12%
196,609
-191,465
213
$32.9M 0.12%
+3,266,164
214
$32.8M 0.12%
893,651
-89,353
215
$32.8M 0.12%
4,209,619
+866,582
216
$32.6M 0.12%
795,183
+702,043
217
$32.5M 0.12%
66,824
+62,379
218
$32.5M 0.12%
156,542
-22,141
219
$32.2M 0.12%
+318,685
220
$32.1M 0.12%
1,056,581
-3,279,431
221
$32.1M 0.12%
318,265
+56,137
222
$32.1M 0.12%
282,864
-166,826
223
$32.1M 0.12%
+511,695
224
$31.8M 0.12%
+567,759
225
$31.6M 0.12%
+443,567
7 8
9
10 11