We are live on ! Find out more
ORI

Oak Ridge Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$9.45M
3
+$8.8M
4
KLIC icon
Kulicke & Soffa
KLIC
+$5.44M
5
BE icon
Bloom Energy
BE
+$4.75M

Top Sells

1
+$9.21M
2
+$9.16M
3
+$8.02M
4
CYBR
CyberArk
CYBR
+$8M
5
AZN icon
AstraZeneca
AZN
+$7.81M

Sector Composition

1 Technology 49.68%
2 Communication Services 13.52%
3 Healthcare 9.8%
4 Consumer Discretionary 9.25%
5 Industrials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UFPT icon
101
UFP Technologies
UFPT
$1.75B
$1.77M 0.12%
9,121
+3,097
DSGX icon
102
Descartes Systems
DSGX
$6.45B
$1.75M 0.12%
24,497
+378
POWL icon
103
Powell Industries
POWL
$10.7B
$1.72M 0.11%
+28,539
MIRM icon
104
Mirum Pharmaceuticals
MIRM
$5.71B
$1.62M 0.11%
17,513
+224
AVAV icon
105
AeroVironment
AVAV
$9.35B
$1.59M 0.11%
8,687
+103
URGN icon
106
UroGen Pharma
URGN
$1.33B
$1.55M 0.1%
86,403
+1,173
VST icon
107
Vistra
VST
$49.5B
$1.49M 0.1%
9,908
-73
BJ icon
108
BJs Wholesale Club
BJ
$11.7B
$1.43M 0.09%
14,525
-3
FROG icon
109
JFrog
FROG
$10.4B
$1.41M 0.09%
30,124
+1,603
WAY
110
Waystar Holding Corp
WAY
$3.64B
$1.41M 0.09%
58,466
+21,246
AGI icon
111
Alamos Gold
AGI
$15.1B
$1.3M 0.09%
29,199
-9,724
RELY icon
112
Remitly
RELY
$3.88B
$1.29M 0.09%
82,576
+30,107
GH icon
113
Guardant Health
GH
$16.6B
$1.27M 0.08%
13,722
+187
TATT icon
114
TAT Technologies
TATT
$567M
$1.22M 0.08%
30,040
+4,057
TSCO icon
115
Tractor Supply
TSCO
$15.8B
$1.2M 0.08%
26,382
-369
ARGX icon
116
argenx
ARGX
$54.9B
$1.19M 0.08%
1,625
-28
GKOS icon
117
Glaukos
GKOS
$7.16B
$1.11M 0.07%
10,303
+1,245
CASY icon
118
Casey's General Stores
CASY
$27.8B
$1.1M 0.07%
1,513
PLD icon
119
Prologis
PLD
$133B
$1.09M 0.07%
8,242
-236
MAR icon
120
Marriott International
MAR
$103B
$1.08M 0.07%
+3,316
CYTK icon
121
Cytokinetics
CYTK
$9.22B
$1.05M 0.07%
15,902
+225
HLT icon
122
Hilton Worldwide
HLT
$77.5B
$1.03M 0.07%
3,379
-2
WING icon
123
Wingstop
WING
$3.91B
$1.03M 0.07%
6,623
+135
GE icon
124
GE Aerospace
GE
$336B
$1.02M 0.07%
+3,600
CORT icon
125
Corcept Therapeutics
CORT
$7.87B
$1M 0.07%
24,870
+257
3 4
5
6 7