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
$3.09B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19M
3
+$18.7M
4
EEFT icon
Euronet Worldwide
EEFT
+$17.2M
5
AKRX
Akorn Inc
AKRX
+$16.9M

Top Sells

1
+$46.1M
2
+$44.4M
3
+$41.5M
4
MNRO icon
Monro
MNRO
+$37M
5
VRTU
Virtusa Corporation
VRTU
+$35.4M

Sector Composition

1 Healthcare 23.83%
2 Industrials 21.01%
3 Technology 18.22%
4 Consumer Discretionary 16.35%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47.5M 1.54%
3,129,178
-277,392
27
$46.2M 1.5%
1,124,400
+346,717
28
$45.2M 1.47%
3,285,116
-447,346
29
$44.8M 1.45%
928,365
-180,886
30
$44.2M 1.43%
1,554,923
+815,670
31
$41.6M 1.35%
497,646
-66,477
32
$40.7M 1.32%
365,101
-15,158
33
$39.4M 1.28%
112,200
-14,991
34
$39.1M 1.27%
923,443
-210,381
35
$38.4M 1.25%
1,161,612
-92,670
36
$37.3M 1.21%
1,931,212
+133,684
37
$35.9M 1.16%
961,543
-32,011
38
$34.8M 1.13%
1,200,524
-461,288
39
$34.3M 1.11%
1,117,450
-318,235
40
$32M 1.04%
440,818
-32,122
41
$30.6M 0.99%
685,332
-95,825
42
$29.7M 0.96%
677,438
-90,715
43
$28.9M 0.94%
4,798,005
-7,647,760
44
$27.6M 0.89%
443,458
+16,705
45
$27.5M 0.89%
378,898
-56,042
46
$26.4M 0.86%
462,184
-646,716
47
$25.6M 0.83%
1,002,334
-224,134
48
$23.7M 0.77%
481,027
+145,580
49
$22.5M 0.73%
675,906
-150,000
50
$19.7M 0.64%
524,220
-173,400
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