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
$991M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.79M
3
+$3.77M
4
AAPL icon
Apple
AAPL
+$3.16M
5
PGNY icon
Progyny
PGNY
+$2.74M

Top Sells

1
+$4.04M
2
+$3.59M
3
+$2.66M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$2.49M
5
THS icon
Treehouse Foods
THS
+$1.96M

Sector Composition

1 Technology 38.2%
2 Healthcare 15.7%
3 Consumer Discretionary 11.23%
4 Industrials 10.61%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.29M 0.84%
35,185
+762
27
$8.29M 0.84%
50,799
+1,676
28
$8.24M 0.83%
121,604
+5,286
29
$7.95M 0.8%
116,327
+3,167
30
$7.83M 0.79%
42,795
+489
31
$7.8M 0.79%
13,908
+236
32
$7.49M 0.76%
126,870
+63,796
33
$7.25M 0.73%
9,511
+380
34
$6.9M 0.7%
122,802
-5,297
35
$6.87M 0.69%
216,028
+983
36
$6.82M 0.69%
98,938
+215
37
$6.74M 0.68%
31,359
+60
38
$6.34M 0.64%
11,088
+54
39
$6.27M 0.63%
33,899
-1,477
40
$6.19M 0.62%
22,781
+1,206
41
$6.07M 0.61%
11,570
-607
42
$5.99M 0.6%
34,067
+2,162
43
$5.97M 0.6%
305,432
+22,730
44
$5.72M 0.58%
30,041
-1,286
45
$5.67M 0.57%
84,989
-4,889
46
$5.63M 0.57%
56,989
-2,495
47
$5.51M 0.56%
30,364
+293
48
$5.43M 0.55%
64,822
-71
49
$5.41M 0.55%
21,675
+979
50
$5.25M 0.53%
32,681
-1,258
1
2
3 4 5