ORI

Oak Ridge Investments Portfolio holdings

AUM $1.39B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
-$9.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$3.97M
3
+$3.77M
4
AZN icon
AstraZeneca
AZN
+$3.52M
5
TRU icon
TransUnion
TRU
+$3.48M

Top Sells

1
+$5.41M
2
+$5.21M
3
+$3.92M
4
PINS icon
Pinterest
PINS
+$3.69M
5
AXSM icon
Axsome Therapeutics
AXSM
+$2.46M

Sector Composition

1 Technology 36.72%
2 Healthcare 18.9%
3 Consumer Discretionary 11.95%
4 Industrials 9.19%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.45M 0.66%
52,988
-1,778
52
$7.35M 0.65%
91,650
-3,167
53
$7.27M 0.64%
180,440
-7,804
54
$7.25M 0.64%
36,208
-697
55
$7.22M 0.64%
27,382
-527
56
$7.11M 0.63%
102,267
-4,142
57
$7.07M 0.62%
+43,855
58
$6.93M 0.61%
11,093
-189
59
$6.87M 0.61%
24,242
-590
60
$6.85M 0.6%
141,330
-2,040
61
$6.79M 0.6%
45,785
-847
62
$6.79M 0.6%
15,230
-258
63
$6.63M 0.58%
10,653
-215
64
$6.58M 0.58%
161,839
-4,727
65
$6.58M 0.58%
197,111
-4,464
66
$6.56M 0.58%
135,942
-4,095
67
$6.51M 0.57%
316,884
-14,978
68
$6.42M 0.57%
19,181
-376
69
$5.79M 0.51%
20,383
-644
70
$5.74M 0.51%
45,065
-1,673
71
$5.7M 0.5%
113,281
-2,279
72
$5.27M 0.46%
87,393
-2,333
73
$5.24M 0.46%
30,451
-1,244
74
$5.09M 0.45%
109,666
-3,680
75
$5.06M 0.45%
85,543
-1,516
1 2
3
4 5