ORI
Oak Ridge Investments Portfolio holdings
AUM
$1.39B
This Quarter Return
+9.04%
1 Year Return
+33.33%
3 Year Return
+165.84%
5 Year Return
+254.68%
10 Year Return
+830.04%
AUM
$1.27B
AUM Growth
+$127M
(+11%)
Cap. Flow
+$66.1M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
52.55%
Holding
176
New
24
Increased
60
Reduced
76
Closed
9
Top Buys
| 1 |
Amazon
AMZN
|
$8.73M |
| 2 |
Apple
AAPL
|
$7.11M |
| 3 |
NVIDIA
NVDA
|
$7.09M |
| 4 |
Microsoft
MSFT
|
$6.72M |
| 5 |
Oracle
ORCL
|
$6.5M |
Top Sells
| 1 |
Roper Technologies
ROP
|
$7.09M |
| 2 |
Synopsys
SNPS
|
$6.07M |
| 3 |
NVEE
NV5 Global
NVEE
|
$5.85M |
| 4 |
AXNX
Axonics, Inc. Common Stock
AXNX
|
$5.6M |
| 5 |
Danaher
DHR
|
$5.13M |
Sector Composition
| 1 | Technology | 44.11% |
| 2 | Communication Services | 13.04% |
| 3 | Healthcare | 11.01% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 8.05% |