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
$1.39B
AUM Growth
-$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.88M
3
+$7.77M
4
GDOT icon
Green Dot
GDOT
+$7.65M
5
PRFT
Perficient Inc
PRFT
+$6.9M

Top Sells

1
+$18.1M
2
+$13.6M
3
+$10.2M
4
DBVT
DBV Technologies
DBVT
+$5.78M
5
EPAY
Bottomline Technologies Inc
EPAY
+$4.75M

Sector Composition

1 Technology 23.23%
2 Healthcare 20.55%
3 Industrials 14.22%
4 Consumer Discretionary 13.5%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.88M 0.71%
+58,824
52
$9.76M 0.7%
307,607
-27,882
53
$9.68M 0.7%
376,330
-96,853
54
$9.53M 0.69%
87,367
-1,371
55
$9.48M 0.68%
27,877
-341
56
$9.27M 0.67%
367,549
-32,922
57
$9.11M 0.66%
114,849
-16,086
58
$9.1M 0.66%
267,264
-19,324
59
$8.98M 0.65%
27,630
-409
60
$8.88M 0.64%
159,180
-33,189
61
$8.75M 0.63%
154,547
-6,132
62
$8.51M 0.61%
241,875
-13,807
63
$8.35M 0.6%
181,198
-41,894
64
$8.14M 0.59%
189,283
-12,525
65
$7.95M 0.57%
86,222
-12,644
66
$7.77M 0.56%
+397,827
67
$7.65M 0.55%
+96,233
68
$7.57M 0.55%
96,090
-6,555
69
$7.55M 0.54%
118,911
-2,257
70
$7.4M 0.53%
525,170
-962,635
71
$7.01M 0.5%
83,414
-1,355
72
$6.9M 0.5%
+309,998
73
$6.65M 0.48%
336,917
-13,130
74
$6.64M 0.48%
68,168
-7,669
75
$6.51M 0.47%
117,842
-24,244
1 2
3
4 5