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
$3.19B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.7M
3
+$75.4M
4
AOS icon
A.O. Smith
AOS
+$73.3M
5
AMG icon
Affiliated Managers Group
AMG
+$73M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.24%
2 Technology 16.27%
3 Consumer Discretionary 12.98%
4 Healthcare 11.56%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.7M 0.78%
+902,930
52
$24.3M 0.76%
+103,847
53
$23.9M 0.75%
+458,255
54
$23.5M 0.74%
+33,700
55
$21.1M 0.66%
+360,724
56
$20.7M 0.65%
+143,423
57
$19M 0.6%
+446,196
58
$18.8M 0.59%
+219,515
59
$18.2M 0.57%
+790,268
60
$18M 0.56%
+344,710
61
$17.3M 0.54%
+17,682
62
$16.6M 0.52%
+392,555
63
$16.6M 0.52%
+2,208,435
64
$16.1M 0.51%
+264,128
65
$16.1M 0.5%
+71,101
66
$15.8M 0.5%
+346,560
67
$15.2M 0.48%
+246,802
68
$14.6M 0.46%
+468,150
69
$13.8M 0.43%
+161,521
70
$13.6M 0.43%
+165,754
71
$13.5M 0.42%
+264,090
72
$13.3M 0.42%
+192,065
73
$13.2M 0.42%
+114,966
74
$13.2M 0.41%
+72,082
75
$13.1M 0.41%
+539,128
1 2
3
4 5