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
176
-59,113
177
-3,773
178
-28,334