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
$1.65B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$12.4M
3 +$11.4M
4
UBER icon
Uber
UBER
+$10.8M
5
AAPL icon
Apple
AAPL
+$10.7M

Top Sells

1 +$15.2M
2 +$10M
3 +$8.02M
4
MRSH
Marsh
MRSH
+$6.62M
5
ORLY icon
O'Reilly Automotive
ORLY
+$6.42M

Sector Composition

1 Technology 50.97%
2 Communication Services 14.37%
3 Healthcare 9.59%
4 Consumer Discretionary 9.13%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBIO icon
76
BridgeBio Pharma
BBIO
$15.3B
$2.57M 0.16%
33,604
+5,669
TVTX icon
77
Travere Therapeutics
TVTX
$2.66B
$2.54M 0.15%
66,383
-1,849
OSIS icon
78
OSI Systems
OSIS
$4.88B
$2.49M 0.15%
+9,759
RDNT icon
79
RadNet
RDNT
$5.64B
$2.45M 0.15%
34,354
+535
CRWV
80
CoreWeave Inc
CRWV
$45.7B
$2.44M 0.15%
+34,083
HURN icon
81
Huron Consulting
HURN
$2.99B
$2.43M 0.15%
+14,068
INSM icon
82
Insmed
INSM
$34.2B
$2.4M 0.15%
13,813
-8,323
IUSG icon
83
iShares Core S&P US Growth ETF
IUSG
$27.3B
$2.38M 0.14%
14,187
+9,547
ABCB icon
84
Ameris Bancorp
ABCB
$5.65B
$2.35M 0.14%
31,644
-671
BOOT icon
85
Boot Barn
BOOT
$5.75B
$2.31M 0.14%
13,108
-354
QTWO icon
86
Q2 Holdings
QTWO
$4.28B
$2.26M 0.14%
31,324
-845
AXSM icon
87
Axsome Therapeutics
AXSM
$9.43B
$2.14M 0.13%
11,741
-324
APH icon
88
Amphenol
APH
$187B
$2.13M 0.13%
15,739
+5,333
DSGX icon
89
Descartes Systems
DSGX
$7.04B
$2.11M 0.13%
24,119
-632
SAIA icon
90
Saia
SAIA
$9.6B
$2.11M 0.13%
6,468
-182
AVAV icon
91
AeroVironment
AVAV
$15.6B
$2.08M 0.13%
8,584
-244
ARWR icon
92
Arrowhead Research
ARWR
$9.7B
$2.04M 0.12%
30,687
-849
URGN icon
93
UroGen Pharma
URGN
$936M
$2M 0.12%
85,230
-2,277
OSW icon
94
OneSpaWorld
OSW
$2.07B
$1.96M 0.12%
94,323
-38,920
MWA icon
95
Mueller Water Products
MWA
$4.2B
$1.95M 0.12%
82,043
-22,028
FCFS icon
96
FirstCash
FCFS
$7.59B
$1.86M 0.11%
+11,650
FROG icon
97
JFrog
FROG
$6.74B
$1.78M 0.11%
+28,521
DOCN icon
98
DigitalOcean
DOCN
$4.97B
$1.77M 0.11%
+36,789
EXPE icon
99
Expedia Group
EXPE
$34.3B
$1.76M 0.11%
6,198
+2,377
CVLT icon
100
Commault Systems
CVLT
$5.45B
$1.67M 0.1%
13,322
-32,945