ORI

Oak Ridge Investments Portfolio holdings

AUM $1.65B
1-Year Est. Return 35.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$8.14M
2 +$7.27M
3 +$6.93M
4
MSFT icon
Microsoft
MSFT
+$6.79M
5
AAPL icon
Apple
AAPL
+$6.69M

Top Sells

1 +$7.49M
2 +$6.81M
3 +$6.07M
4
AXNX
Axonics, Inc. Common Stock
AXNX
+$5.6M
5
DHR icon
Danaher
DHR
+$5.49M

Sector Composition

1 Technology 44.11%
2 Communication Services 13.04%
3 Healthcare 11.18%
4 Consumer Discretionary 10.63%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-80,529