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
76
$2.78M 0.22%
9,279
-292
77
$2.74M 0.22%
15,653
-535
78
$2.71M 0.21%
20,012
-896
79
$2.62M 0.21%
182,255
-5,955
80
$2.61M 0.21%
15,223
+183
81
$2.56M 0.2%
+16,969
82
$2.42M 0.19%
30,059
+5,817
83
$2.36M 0.19%
12,834
-10,286
84
$2.32M 0.18%
42,146
-1,353
85
$2.29M 0.18%
+24,822
86
$2.27M 0.18%
10,679
-276
87
$2.2M 0.17%
14,512
-472
88
$2.15M 0.17%
+34,697
89
$2.1M 0.16%
8,576
+2,950
90
$2.09M 0.16%
86,342
-37,464
91
$2.03M 0.16%
7,135
-225
92
$2.02M 0.16%
42,622
-1,121
93
$1.98M 0.16%
87,811
-2,036
94
$1.94M 0.15%
21,074
-677
95
$1.82M 0.14%
30,260
+453
96
$1.74M 0.14%
3,011
+25
97
$1.67M 0.13%
+11,150
98
$1.66M 0.13%
19,831
+8,440
99
$1.65M 0.13%
+39,919
100
$1.54M 0.12%
81,792
-310,704
2 3
4
5 6