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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
FANG icon
151
Diamondback Energy
FANG
$55.8B
$445K 0.03%
2,248
-53
VKTX icon
152
Viking Therapeutics
VKTX
$3.39B
$391K 0.03%
12,025
+439
PNFP icon
153
Pinnacle Financial Partners Inc
PNFP
$14.6B
$382K 0.03%
+4,437
JPM icon
154
JPMorgan Chase
JPM
$834B
$372K 0.02%
1,263
-116
ROL icon
155
Rollins
ROL
$22.4B
$361K 0.02%
6,759
-2
HEI icon
156
HEICO Corp
HEI
$45.2B
$346K 0.02%
1,261
-1
RARE icon
157
Ultragenyx Pharmaceutical
RARE
$2.13B
$340K 0.02%
16,228
+2,834
AAON icon
158
Aaon
AAON
$10.8B
$333K 0.02%
4,025
+1,091
BROS icon
159
Dutch Bros
BROS
$7.72B
$313K 0.02%
6,175
-3
EPD icon
160
Enterprise Products Partners
EPD
$81.2B
$305K 0.02%
8,049
-615
LYV icon
161
Live Nation Entertainment
LYV
$37.1B
$302K 0.02%
+1,977
VZ icon
162
Verizon
VZ
$190B
$297K 0.02%
5,916
-445
AJG icon
163
Arthur J. Gallagher & Co
AJG
$54.6B
$284K 0.02%
1,309
-764
WMT icon
164
Walmart Inc
WMT
$954B
$265K 0.02%
2,135
-173
QXO
165
QXO Inc
QXO
$11.3B
$264K 0.02%
13,615
-5
CME icon
166
CME Group
CME
$91.1B
$260K 0.02%
880
-67
TJX icon
167
TJX Companies
TJX
$176B
$256K 0.02%
1,606
-145
ABBV icon
168
AbbVie
ABBV
$394B
$251K 0.02%
1,156
-116
CSCO icon
169
Cisco
CSCO
$489B
$245K 0.02%
3,164
-248
AEP icon
170
American Electric Power
AEP
$69B
$245K 0.02%
1,872
-137
FAST icon
171
Fastenal
FAST
$52.8B
$239K 0.02%
5,145
-384
GS icon
172
Goldman Sachs
GS
$308B
$233K 0.02%
275
-21
KO icon
173
Coca-Cola
KO
$342B
$225K 0.01%
2,958
-273
KR icon
174
Kroger
KR
$38.8B
$223K 0.01%
3,083
-234
EQIX icon
175
Equinix
EQIX
$105B
$220K 0.01%
+224
4 5 6
7
8