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
$1.39B
AUM Growth
-$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.88M
3
+$7.77M
4
GDOT icon
Green Dot
GDOT
+$7.65M
5
PRFT
Perficient Inc
PRFT
+$6.9M

Top Sells

1
+$18.1M
2
+$13.6M
3
+$10.2M
4
DBVT
DBV Technologies
DBVT
+$5.78M
5
EPAY
Bottomline Technologies Inc
EPAY
+$4.75M

Sector Composition

1 Technology 23.23%
2 Healthcare 20.55%
3 Industrials 14.22%
4 Consumer Discretionary 13.5%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 1.05%
84,881
-6,989
27
$14.4M 1.04%
91,901
-1,846
28
$14.2M 1.02%
122,769
-1,724
29
$13.9M 1%
281,827
-25,109
30
$13.2M 0.95%
681,537
-43,148
31
$13.1M 0.94%
546,573
-57,882
32
$12.9M 0.93%
87,817
-1,367
33
$12.9M 0.92%
170,592
-3,206
34
$12.4M 0.89%
740,971
-70,365
35
$12.3M 0.88%
224,872
-17,166
36
$12.1M 0.87%
283,899
-14,989
37
$11.6M 0.84%
439,633
-83,301
38
$11.4M 0.82%
90,160
-2,179
39
$11.4M 0.82%
485,176
-38,620
40
$11.3M 0.81%
125,027
-8,746
41
$11.2M 0.81%
78,279
-1,834
42
$11.2M 0.81%
471,491
-44,987
43
$11.1M 0.8%
+470,381
44
$10.7M 0.77%
78,180
-1,426
45
$10.5M 0.76%
115,066
-1,918
46
$10.5M 0.76%
114,325
-1,879
47
$10.5M 0.75%
154,500
-2,828
48
$10.3M 0.74%
216,612
-4,020
49
$10.1M 0.73%
77,035
-1,433
50
$10.1M 0.73%
150,134
-2,381
1
2
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