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
$671M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.5M
3
+$2.32M
4
NOMD icon
Nomad Foods
NOMD
+$1.92M
5
EXLS icon
EXL Service
EXLS
+$1.62M

Top Sells

1
+$3.54M
2
+$3.28M
3
+$3.01M
4
AVLR
Avalara, Inc.
AVLR
+$2.79M
5
LESL icon
Leslie's
LESL
+$2.75M

Sector Composition

1 Technology 33.26%
2 Healthcare 20.09%
3 Consumer Discretionary 12.74%
4 Industrials 9.29%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 0.95%
10,109
-118
27
$6.23M 0.93%
126,155
+75,512
28
$6.2M 0.92%
359,608
+111,586
29
$5.96M 0.89%
111,629
-1,790
30
$5.83M 0.87%
13,485
+179
31
$5.82M 0.87%
32,996
-437
32
$5.76M 0.86%
27,447
-164
33
$5.63M 0.84%
70,952
-1,375
34
$5.54M 0.83%
31,348
-5,088
35
$5.43M 0.81%
131,520
-3,732
36
$5.42M 0.81%
22,153
-347
37
$5.4M 0.8%
42,029
-783
38
$5.38M 0.8%
44,674
-3,210
39
$5.37M 0.8%
36,870
-655
40
$5.3M 0.79%
93,066
-2,055
41
$5.24M 0.78%
75,253
-1,529
42
$5.24M 0.78%
107,199
-1,298
43
$5.22M 0.78%
37,390
+195
44
$5.1M 0.76%
13,097
-152
45
$5M 0.75%
21,585
+174
46
$4.92M 0.73%
36,707
-578
47
$4.84M 0.72%
210,861
+63,842
48
$4.81M 0.72%
37,109
-490
49
$4.7M 0.7%
142,040
-2,368
50
$4.7M 0.7%
93,275
+2,421
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