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
$811M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$6.43M
2 +$1.13M
3 +$936K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$773K
5
ARGX icon
argenx
ARGX
+$733K

Sector Composition

1 Technology 37.42%
2 Healthcare 17.99%
3 Consumer Discretionary 12.05%
4 Industrials 9.81%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,886
152
-56,373
153
-1,885
154
-19,257
155
-702