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
$900M
AUM Growth
-$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$5.2M
2 +$3.57M
3 +$3.49M
4
OSW icon
OneSpaWorld
OSW
+$2.7M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.19M

Top Sells

1 +$8.02M
2 +$7.98M
3 +$7.65M
4
INSP icon
Inspire Medical Systems
INSP
+$6.08M
5
DAVA icon
Endava
DAVA
+$5.74M

Sector Composition

1 Technology 36.52%
2 Healthcare 18.07%
3 Consumer Discretionary 14.63%
4 Industrials 9.24%
5 Communication Services 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,245