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
$1.81B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.2M
3
+$10.2M
4
ARWR icon
Arrowhead Research
ARWR
+$7.27M
5
NOMD icon
Nomad Foods
NOMD
+$6.03M

Top Sells

1
+$18.3M
2
+$12.5M
3
+$10.7M
4
MXL icon
MaxLinear
MXL
+$9.45M
5
RSPP
RSP Permian, Inc.
RSPP
+$7.6M

Sector Composition

1 Technology 23.84%
2 Healthcare 21.94%
3 Industrials 14.87%
4 Consumer Discretionary 13.92%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.2M 1%
91,870
-6,563
27
$18.1M 1%
335,811
-33,737
28
$18M 0.99%
724,685
-76,656
29
$17.7M 0.98%
522,934
-41,528
30
$17.7M 0.98%
75,374
-4,280
31
$17.7M 0.98%
62,626
-3,453
32
$16.7M 0.92%
93,747
-4,838
33
$16.7M 0.92%
473,183
+137,580
34
$16.4M 0.91%
811,336
+297,564
35
$16.4M 0.9%
604,455
-41,444
36
$16.4M 0.9%
516,478
-20,696
37
$16.3M 0.9%
223,537
-29,759
38
$16M 0.88%
133,773
-12,758
39
$16M 0.88%
298,888
-56,183
40
$15.8M 0.87%
336,014
-28,763
41
$15.5M 0.85%
467,494
+130,435
42
$15M 0.83%
80,113
-4,775
43
$14.7M 0.81%
192,369
-16,042
44
$14.4M 0.79%
523,796
-38,039
45
$14M 0.77%
89,184
-4,993
46
$13.9M 0.77%
+130,935
47
$13.8M 0.76%
350,047
-17,403
48
$13.4M 0.74%
152,515
-7,679
49
$13.4M 0.74%
223,092
-16,255
50
$13.4M 0.74%
124,493
-6,260
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