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
$3.09B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19M
3
+$18.7M
4
EEFT icon
Euronet Worldwide
EEFT
+$17.2M
5
AKRX
Akorn Inc
AKRX
+$16.9M

Top Sells

1
+$46.1M
2
+$44.4M
3
+$41.5M
4
MNRO icon
Monro
MNRO
+$37M
5
VRTU
Virtusa Corporation
VRTU
+$35.4M

Sector Composition

1 Healthcare 23.83%
2 Industrials 21.01%
3 Technology 18.22%
4 Consumer Discretionary 16.35%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19M 0.62%
+298,193
52
$18.5M 0.6%
115,546
-44,368
53
$18.2M 0.59%
1,546,232
-71,579
54
$17.4M 0.56%
438,420
-161,620
55
$17.3M 0.56%
534,924
-187,010
56
$17.1M 0.55%
66,971
-22,290
57
$16.5M 0.53%
211,430
-81,425
58
$16.1M 0.52%
416,020
-153,600
59
$15.6M 0.5%
134,510
-50,269
60
$14.8M 0.48%
128,244
-49,564
61
$14.6M 0.47%
210,889
-83,237
62
$13.8M 0.45%
+86,265
63
$12.9M 0.42%
105,000
-40,210
64
$12.6M 0.41%
171,784
-78,090
65
$12.6M 0.41%
285,223
-259,118
66
$12.5M 0.4%
190,458
-79,123
67
$12M 0.39%
102,725
-40,274
68
$11.6M 0.38%
+613,126
69
$11.5M 0.37%
204,054
-79,716
70
$11.2M 0.36%
7,665
-3,539
71
$11.2M 0.36%
65,892
+12,893
72
$10.8M 0.35%
103,673
-39,560
73
$10.4M 0.34%
183,027
-28,131
74
$10.2M 0.33%
44,243
+30,609
75
$9.86M 0.32%
531,375
-607,620
1 2
3
4 5