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
$1.57B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.8M
3
+$12.2M
4
RPD icon
Rapid7
RPD
+$11.1M
5
CSCO icon
Cisco
CSCO
+$10.3M

Top Sells

1
+$17.6M
2
+$11.5M
3
+$11.4M
4
EPAM icon
EPAM Systems
EPAM
+$10.1M
5
POOL icon
Pool Corp
POOL
+$9.91M

Sector Composition

1 Technology 26.67%
2 Healthcare 18.12%
3 Consumer Discretionary 14.18%
4 Industrials 13.54%
5 Financials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 1.05%
452,669
+13,036
27
$16M 1.02%
132,429
+7,402
28
$15.8M 1.01%
201,723
-118,505
29
$15.6M 0.99%
120,485
-2,284
30
$15.6M 0.99%
109,157
-7,928
31
$15.3M 0.97%
83,850
-1,031
32
$15.3M 0.97%
86,565
-1,252
33
$14.9M 0.95%
532,519
-14,054
34
$14.8M 0.94%
+133,841
35
$14.4M 0.91%
649,010
-32,527
36
$14.3M 0.91%
267,945
-15,954
37
$14M 0.89%
493,332
+21,841
38
$13.9M 0.88%
76,048
-2,231
39
$13.8M 0.88%
+388,563
40
$13.7M 0.87%
291,421
+74,809
41
$13.5M 0.86%
212,818
-12,054
42
$13.2M 0.84%
112,920
-2,146
43
$12.7M 0.81%
167,406
-3,186
44
$12.6M 0.8%
152,054
-2,446
45
$12.6M 0.8%
75,495
-1,540
46
$12.5M 0.79%
27,536
-341
47
$12.2M 0.78%
+404,433
48
$12.1M 0.77%
76,648
-1,532
49
$12.1M 0.77%
148,061
-2,073
50
$12.1M 0.77%
506,659
+139,110
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