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
$739M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.41M
3
+$2.22M
4
OM icon
Outset Medical
OM
+$1.35M
5
HRI icon
Herc Holdings
HRI
+$1.07M

Top Sells

1
+$3.61M
2
+$3.11M
3
+$2.32M
4
AZEK
The AZEK Co
AZEK
+$2M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.82M

Sector Composition

1 Technology 36.06%
2 Healthcare 18.03%
3 Consumer Discretionary 12.5%
4 Industrials 9.7%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.75M 0.91%
46,615
-120
27
$6.68M 0.9%
356,338
-3,270
28
$6.63M 0.9%
87,155
-23,012
29
$6.46M 0.87%
33,647
+651
30
$6.43M 0.87%
30,991
+2,592
31
$6.38M 0.86%
30,973
-375
32
$6.31M 0.85%
22,117
-36
33
$6.3M 0.85%
207,287
-3,574
34
$6.15M 0.83%
121,982
-4,173
35
$6.13M 0.83%
42,152
+4,762
36
$6.12M 0.83%
22,504
-4,943
37
$6.11M 0.83%
36,885
+15
38
$6.09M 0.82%
39,955
-2,074
39
$6.03M 0.82%
106,321
-5,308
40
$6M 0.81%
13,625
+140
41
$5.9M 0.8%
71,480
-4,496
42
$5.82M 0.79%
13,046
-51
43
$5.78M 0.78%
71,724
-3,529
44
$5.56M 0.75%
67,234
-3,718
45
$5.21M 0.71%
130,339
-1,181
46
$5.18M 0.7%
35,365
-1,342
47
$4.99M 0.68%
104,715
-6,515
48
$4.99M 0.68%
118,864
+8,220
49
$4.97M 0.67%
35,396
-1,908
50
$4.96M 0.67%
85,667
-3,117
1
2
3 4 5