ORI

Oak Ridge Investments Portfolio holdings

AUM $1.65B
1-Year Est. Return 35.21%
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$14M
3 +$9.16M
4
CLS icon
Celestica
CLS
+$7.77M
5
TTWO icon
Take-Two Interactive
TTWO
+$6.78M

Top Sells

1 +$23.1M
2 +$15.3M
3 +$9.88M
4
ANET icon
Arista Networks
ANET
+$7.61M
5
META icon
Meta Platforms (Facebook)
META
+$4.97M

Sector Composition

1 Technology 48.24%
2 Communication Services 14.06%
3 Consumer Discretionary 9.14%
4 Healthcare 8.81%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-974
177
-732