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
$869M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$7.42M
2 +$5.21M
3 +$4.04M
4
NSSC icon
Napco Security Technologies
NSSC
+$3.64M
5
SNPS icon
Synopsys
SNPS
+$3.03M

Top Sells

1 +$7.1M
2 +$6.76M
3 +$4.75M
4
ANSS
Ansys
ANSS
+$3.95M
5
ENOV icon
Enovis
ENOV
+$2.31M

Sector Composition

1 Technology 37.97%
2 Healthcare 14.88%
3 Consumer Discretionary 11.77%
4 Industrials 10.93%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,924
152
-25,520
153
-4,529
154
-152,870
155
-64,099
156
-58,464