ORI

Oak Ridge Investments Portfolio holdings

AUM $1.65B
1-Year Est. Return 35.21%
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14M
3
+$9.16M
4
CLS icon
Celestica
CLS
+$7.77M
5
TTWO icon
Take-Two Interactive
TTWO
+$6.78M

Top Sells

1
+$23.1M
2
+$15.3M
3
+$9.88M
4
ANET icon
Arista Networks
ANET
+$7.61M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

Sector Composition

1 Technology 48.24%
2 Communication Services 14.06%
3 Consumer Discretionary 9.14%
4 Healthcare 8.81%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 0.88%
59,555
+605
27
$11.6M 0.83%
74,492
+49,775
28
$11.5M 0.82%
58,718
+1,681
29
$10.9M 0.78%
80,256
-4,136
30
$10.1M 0.73%
13,221
+656
31
$10.1M 0.72%
18,508
+311
32
$8.55M 0.61%
46,611
+586
33
$8.27M 0.59%
21,882
+348
34
$8.08M 0.58%
52,375
-2,185
35
$8.05M 0.58%
15,808
+223
36
$8.03M 0.58%
46,085
+613
37
$7.75M 0.56%
31,907
+27,934
38
$7.72M 0.55%
73,042
-1,156
39
$7.68M 0.55%
132,616
-1,011
40
$7.67M 0.55%
18,860
+803
41
$7.18M 0.52%
32,857
+407
42
$6.89M 0.49%
67,380
-74,378
43
$6.61M 0.47%
8,307
+108
44
$6.4M 0.46%
91,644
+912
45
$6.17M 0.44%
17,618
-2,189
46
$6.02M 0.43%
7,996
+116
47
$5.39M 0.39%
40,891
-1,282
48
$5.38M 0.39%
50,658
-2,184
49
$5.35M 0.38%
41,668
+556
50
$5.28M 0.38%
44,135
+492
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