ORI
Oak Ridge Investments Portfolio holdings
AUM $1.2B
AUM
$1.2B
AUM Growth
-$72.1M (-6%)
Cap. Flow
+$53.5M
Cap. Flow % of AUM
4.45%
Top 10 Holdings %Top 10 Hldgs %
51.96%
Holding
177
New
10
Increased
69
Reduced
78
Closed
14
Top Buys
| 1 | $10.6M | |
| 2 | $9.8M | |
| 3 | $6.39M | |
| 4 | $5.76M | |
| 5 | $5.41M |
Top Sells
| 1 | $13.6M | |
| 2 | $5.2M | |
| 3 | $3.91M | |
| 4 | $3.8M | |
| 5 | $2.96M |
Sector Composition
| 1 | Technology | 42.56% |
| 2 | Communication Services | 13.78% |
| 3 | Healthcare | 11.95% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Industrials | 7.73% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,144 | Closed | – | |||
| $0 | 0% | 0 -19,831 | Closed | – |
