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
$3.13B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$37.4M
3
+$23.6M
4
ALRM icon
Alarm.com
ALRM
+$19.1M
5
SYK icon
Stryker
SYK
+$12.7M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$29.1M
4
EPAM icon
EPAM Systems
EPAM
+$26.5M
5
RMBS icon
Rambus
RMBS
+$23.5M

Sector Composition

1 Healthcare 26.55%
2 Industrials 19.5%
3 Technology 16.61%
4 Consumer Discretionary 12.81%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.5M 1.32%
607,015
+4,242
27
$40.9M 1.3%
548,935
+15,952
28
$40.9M 1.3%
1,077,845
+9,745
29
$40.2M 1.28%
1,478,678
+77,625
30
$40.2M 1.28%
2,132,744
+24,352
31
$37.8M 1.2%
547,838
+38,435
32
$37.6M 1.2%
1,087,389
+251,233
33
$37.4M 1.19%
+1,354,858
34
$34.8M 1.11%
316,587
-93,095
35
$33.7M 1.07%
1,021,262
+77,859
36
$32.9M 1.05%
996,341
+19,170
37
$32.2M 1.03%
4,297,285
+174,525
38
$31.1M 0.99%
642,480
+44,560
39
$30.6M 0.98%
293,491
-10,862
40
$29.9M 0.95%
83,779
-1,967
41
$29.6M 0.95%
764,574
-43,785
42
$29.2M 0.93%
2,419,881
+29,215
43
$29.1M 0.93%
613,306
+15,264
44
$28.2M 0.9%
1,208,740
+65,453
45
$27.1M 0.87%
685,283
+36,935
46
$25.6M 0.82%
138,326
+6,097
47
$25.6M 0.82%
155,118
+8,765
48
$25.2M 0.8%
405,772
+12,802
49
$24.7M 0.79%
531,640
+37,260
50
$24.7M 0.79%
574,751
-20,851
1
2
3 4 5