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
126
$1.4M 0.12%
8,022
-64
127
$1.38M 0.12%
9,620
-84
128
$1.34M 0.12%
5,856
-190
129
$1.27M 0.11%
6,956
-63
130
$1.26M 0.11%
4,174
-30
131
$1.25M 0.11%
3,324
-6,245
132
$1.24M 0.11%
33,772
-4
133
$1.2M 0.11%
5,878
-54
134
$1.15M 0.1%
22,534
-72,341
135
$1.13M 0.1%
19,407
-148
136
$1.12M 0.1%
4,106
+2,021
137
$1.11M 0.1%
6,766
138
$1.05M 0.09%
12,223
-115
139
$1.04M 0.09%
3,711
-21
140
$1.04M 0.09%
4,030
-34
141
$1.01M 0.09%
1,209
142
$935K 0.08%
+5,956
143
$875K 0.08%
10,914
-84
144
$838K 0.07%
3,979
-38
145
$819K 0.07%
11,380
-100
146
$813K 0.07%
7,974
-65
147
$789K 0.07%
47,135
-32
148
$763K 0.07%
64,342
-1,756
149
$759K 0.07%
2,869
150
$727K 0.06%
4,433
-28
4 5
6
7 8