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
76
$5.01M 0.44%
6,339
-136
77
$4.95M 0.44%
44,095
+30,959
78
$4.89M 0.43%
41,357
-882
79
$4.8M 0.42%
14,109
-265
80
$4.79M 0.42%
131,011
-3,488
81
$4.72M 0.42%
33,965
-1,263
82
$4.66M 0.41%
111,162
-5,474
83
$4.59M 0.4%
137,292
-12,210
84
$4.56M 0.4%
27,814
-1,027
85
$4.4M 0.39%
65,740
-1,402
86
$4.4M 0.39%
54,439
-1,583
87
$4.23M 0.37%
43,979
-824
88
$4.18M 0.37%
181,638
-8,903
89
$4.14M 0.36%
13,707
-312
90
$4.01M 0.35%
5,514
-112
91
$3.99M 0.35%
32,812
-607
92
$3.99M 0.35%
72,896
-1,926
93
$3.97M 0.35%
+32,050
94
$3.89M 0.34%
34,321
-781
95
$3.79M 0.33%
14,238
-654
96
$3.76M 0.33%
24,837
-617
97
$3.69M 0.33%
68,155
-1,057
98
$3.68M 0.32%
151,839
-3,129
99
$3.67M 0.32%
58,833
-1,785
100
$3.58M 0.32%
71,443
-4,214
2 3
4
5 6