ORI
Oak Ridge Investments Portfolio holdings
AUM
$1.39B
1-Year Est. Return
33.33%
1 Year Est. Return
+33.33%
AUM
$1.2B
AUM Growth
-$72.1M
(-5.7%)
Holding
177
Top Buys
| 1 | +$10.6M | |
| 2 | +$9.8M | |
| 3 | +$6.39M | |
| 4 |
Apple
AAPL
|
+$5.76M |
| 5 |
Microsoft
MSFT
|
+$5.41M |
Top Sells
| 1 | +$13.6M | |
| 2 | +$6.57M | |
| 3 | +$5.2M | |
| 4 |
Constellation Brands
STZ
|
+$5.09M |
| 5 |
AstraZeneca
AZN
|
+$3.91M |
Sector Composition
| 1 | Technology | 42.09% |
| 2 | Communication Services | 14.25% |
| 3 | Healthcare | 12.11% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Casella Waste Systems
CWST
$5.64B
| $4.37M | 0.36% |
39,201
-249
|
|
||
52
Atlassian
TEAM
$43.2B
| $4.2M | 0.35% |
+19,783
|
|
||
53
Inspire Medical Systems
INSP
$2.31B
| $4.16M | 0.35% |
26,090
+1,186
|
|
||
54
The Ensign Group
ENSG
$10.8B
| $4.06M | 0.34% |
31,347
-194
|
|
||
55
Construction Partners
ROAD
$6.55B
| $3.8M | 0.32% |
52,842
-14,135
|
|
||
56
Halozyme
HALO
$7.7B
| $3.7M | 0.31% |
58,001
-219
|
|
||
57
Descartes Systems
DSGX
$8.21B
| $3.63M | 0.3% |
36,032
-48
|
|
||
58
Applied Industrial Technologies
AIT
$9.82B
| $3.5M | 0.29% |
15,525
-94
|
|
||
59
Insmed
INSM
$34.7B
| $3.2M | 0.27% |
41,945
-14,691
|
|
||
60
Vita Coco
COCO
$2.33B
| $3.16M | 0.26% |
103,140
-583
|
|
||
61
Grand Canyon Education
LOPE
$6.14B
| $3.1M | 0.26% |
17,931
-73
|
|
||
62
Middleby
MIDD
$6.66B
| $3.09M | 0.26% |
20,325
+313
|
|
||
63
RBC Bearings
RBC
$13B
| $2.97M | 0.25% |
9,228
-51
|
|
||
64
Vertiv
VRT
$73.8B
| $2.97M | 0.25% |
41,112
+28,612
|
|
||
65
Reddit
RDDT
$41B
| $2.94M | 0.24% |
28,056
+3,053
|
|
||
66
Waste Connections
WCN
$44.7B
| $2.9M | 0.24% |
14,881
-342
|
|
||
67
Cadre Holdings
CDRE
$1.74B
| $2.79M | 0.23% |
94,354
+2,029
|
|
||
68
Matador Resources
MTDR
$4.9B
| $2.78M | 0.23% |
54,485
-688
|
|
||
69
Nomad Foods
NOMD
$1.78B
| $2.76M | 0.23% |
140,333
-144,366
|
|
||
70
Clearwater Analytics
CWAN
$5.59B
| $2.73M | 0.23% |
+101,914
|
|
||
71
Q2 Holdings
QTWO
$3.89B
| $2.73M | 0.23% |
34,089
-34,155
|
|
||
72
Federal Signal
FSS
$7.62B
| $2.72M | 0.23% |
37,041
-429
|
|
||
73
Acushnet Holdings
GOLF
$4.81B
| $2.64M | 0.22% |
+38,442
|
|
||
74
Herc Holdings
HRI
$4.43B
| $2.58M | 0.21% |
19,197
-243
|
|
||
75
EPAM Systems
EPAM
$9.05B
| $2.52M | 0.21% |
14,948
+835
|
|