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
$1.27B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$7.11M
3
+$7.09M
4
MSFT icon
Microsoft
MSFT
+$6.72M
5
ORCL icon
Oracle
ORCL
+$6.5M

Top Sells

1
+$7.09M
2
+$6.07M
3
+$5.85M
4
AXNX
Axonics, Inc. Common Stock
AXNX
+$5.6M
5
DHR icon
Danaher
DHR
+$5.13M

Sector Composition

1 Technology 44.11%
2 Communication Services 13.04%
3 Healthcare 11.18%
4 Consumer Discretionary 10.63%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.39%
+45,627
52
$4.78M 0.37%
284,699
-11,544
53
$4.68M 0.37%
10,065
-236
54
$4.62M 0.36%
24,904
-6,431
55
$4.19M 0.33%
31,541
-709
56
$4.17M 0.33%
39,450
-1,049
57
$4.1M 0.32%
36,080
-924
58
$4.09M 0.32%
+25,003
59
$3.91M 0.31%
56,636
-1,718
60
$3.83M 0.3%
17,846
-1,799
61
$3.83M 0.3%
103,723
-2,659
62
$3.74M 0.29%
15,619
-387
63
$3.68M 0.29%
19,440
-503
64
$3.67M 0.29%
27,832
-723
65
$3.53M 0.28%
30,012
-797
66
$3.49M 0.27%
39,010
-1,208
67
$3.49M 0.27%
39,016
-5,904
68
$3.46M 0.27%
37,470
-977
69
$3.41M 0.27%
5,767
-873
70
$3.4M 0.27%
+50,568
71
$3.3M 0.26%
14,113
+621
72
$3.1M 0.24%
55,173
-2,181
73
$2.98M 0.23%
92,325
-4,933
74
$2.95M 0.23%
18,004
-483
75
$2.78M 0.22%
58,220
-2,120
1 2
3
4 5