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ORI

Oak Ridge Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6M
3
+$3.58M
4
MSFT icon
Microsoft
MSFT
+$3.58M
5
VIAV icon
Viavi Solutions
VIAV
+$3.34M

Top Sells

1
+$7.72M
2
+$6.28M
3
+$3.52M
4
HRI icon
Herc Holdings
HRI
+$2.42M
5
BJ icon
BJs Wholesale Club
BJ
+$2.3M

Sector Composition

1 Technology 51.03%
2 Communication Services 14.62%
3 Consumer Discretionary 9.55%
4 Healthcare 7.9%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 0.77%
32,038
+698
27
$11.3M 0.73%
15,728
-555
28
$11.2M 0.72%
60,670
+1,115
29
$11.1M 0.72%
16,238
+350
30
$10.7M 0.69%
42,379
+801
31
$10M 0.65%
68,839
+1,459
32
$9.58M 0.62%
13,721
+500
33
$9.24M 0.6%
22,294
+412
34
$8.73M 0.56%
46,267
+182
35
$8.71M 0.56%
18,033
-827
36
$8.5M 0.55%
19,000
+492
37
$8.41M 0.54%
32,557
+650
38
$8.02M 0.52%
47,620
+1,009
39
$7.89M 0.51%
16,096
+288
40
$7.83M 0.51%
8,204
+208
41
$7.2M 0.47%
93,898
+2,254
42
$7.14M 0.46%
+31,644
43
$6.7M 0.43%
29,146
+606
44
$6.7M 0.43%
22,353
+21,056
45
$6.62M 0.43%
32,841
-16
46
$6.38M 0.41%
42,290
+622
47
$6.32M 0.41%
49,770
-888
48
$6.25M 0.4%
42,910
-10,247
49
$6.02M 0.39%
51,527
-848
50
$5.18M 0.33%
29,978
-371
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