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
$3.13B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$37.4M
3
+$23.6M
4
ALRM icon
Alarm.com
ALRM
+$19.1M
5
SYK icon
Stryker
SYK
+$12.7M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$29.1M
4
EPAM icon
EPAM Systems
EPAM
+$26.5M
5
RMBS icon
Rambus
RMBS
+$23.5M

Sector Composition

1 Healthcare 26.55%
2 Industrials 19.5%
3 Technology 16.61%
4 Consumer Discretionary 12.81%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24M 0.76%
255,627
+17,074
52
$23.8M 0.76%
157,804
+10,717
53
$23.6M 0.75%
+436,440
54
$23.6M 0.75%
82,086
+7,591
55
$23.3M 0.74%
512,840
+35,520
56
$22.6M 0.72%
474,309
-10,229
57
$22.5M 0.72%
258,032
+15,375
58
$21.9M 0.7%
405,376
-14,598
59
$21.6M 0.69%
628,697
+125,480
60
$21.4M 0.68%
244,329
-12,387
61
$20.5M 0.65%
157,997
+6,412
62
$19.9M 0.63%
10,627
+804
63
$19.8M 0.63%
1,022,871
+503,428
64
$19.1M 0.61%
+506,497
65
$18.3M 0.59%
128,081
+9,012
66
$18M 0.57%
556,889
-2,429
67
$17.9M 0.57%
217,517
+10,888
68
$17M 0.54%
106,051
+7,200
69
$16.9M 0.54%
127,106
+8,539
70
$16.5M 0.53%
250,107
+16,704
71
$15.7M 0.5%
511,502
-112,500
72
$15.2M 0.48%
731,815
+17,899
73
$14.9M 0.48%
382,961
+26,072
74
$14.6M 0.46%
126,086
+8,952
75
$14.3M 0.46%
247,272
+16,292
1 2
3
4 5