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
$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 13.1%
4 Financials 13.02%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$622M 2.29%
1,249,514
+988,814
2
$561M 2.07%
+3,550,170
3
$354M 1.3%
2,643,750
+1,584,750
4
$329M 1.21%
+418,053
5
$300M 1.11%
16,486,077
+7,895,334
6
$280M 1.03%
1,365,393
+1,045,393
7
$266M 0.98%
2,693,574
+1,517,980
8
$248M 0.91%
1,872,500
+617,862
9
$244M 0.9%
434,415
+61,748
10
$224M 0.83%
1,206,734
+1,068,140
11
$223M 0.82%
+224,972
12
$219M 0.81%
700,704
+658,795
13
$217M 0.8%
+645,148
14
$217M 0.8%
+2,018,678
15
$200M 0.74%
911,500
+33,500
16
$190M 0.7%
32,767
-7,598
17
$187M 0.69%
463,674
+107,203
18
$174M 0.64%
945,779
+589,861
19
$170M 0.63%
419,721
+402,483
20
$159M 0.59%
1,778,204
+253,342
21
$158M 0.58%
579,915
-122,441
22
$157M 0.58%
538,375
+339,604
23
$156M 0.57%
713,413
-263,282
24
$155M 0.57%
+566,731
25
$147M 0.54%
279,860
+51,590
1
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