ORI
Oak Ridge Investments Portfolio holdings
AUM
$1.39B
1-Year Est. Return
33.33%
1 Year Est. Return
+33.33%
AUM
$1.2B
AUM Growth
-$72.1M
(-5.7%)
Holding
177
Top Buys
| 1 | +$10.6M | |
| 2 | +$9.8M | |
| 3 | +$6.39M | |
| 4 |
Apple
AAPL
|
+$5.76M |
| 5 |
Microsoft
MSFT
|
+$5.41M |
Top Sells
| 1 | +$13.6M | |
| 2 | +$6.57M | |
| 3 | +$5.2M | |
| 4 |
Constellation Brands
STZ
|
+$5.09M |
| 5 |
AstraZeneca
AZN
|
+$3.91M |
Sector Composition
| 1 | Technology | 42.09% |
| 2 | Communication Services | 14.25% |
| 3 | Healthcare | 12.11% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Astera Labs
ALAB
$28.3B
| – | – |
-2,144
|
|
||
|
ITCI
177
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| – | – |
-19,831
|
|