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
$1.57B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.8M
3
+$12.2M
4
RPD icon
Rapid7
RPD
+$11.1M
5
CSCO icon
Cisco
CSCO
+$10.3M

Top Sells

1
+$17.6M
2
+$11.5M
3
+$11.4M
4
EPAM icon
EPAM Systems
EPAM
+$10.1M
5
POOL icon
Pool Corp
POOL
+$9.91M

Sector Composition

1 Technology 26.67%
2 Healthcare 18.12%
3 Consumer Discretionary 14.18%
4 Industrials 13.54%
5 Financials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.72%
119,497
+4,648
52
$11.3M 0.72%
85,331
-2,036
53
$11.2M 0.71%
111,837
-2,488
54
$11.2M 0.71%
206,557
+191,236
55
$11.1M 0.71%
+219,173
56
$11M 0.7%
275,660
+8,396
57
$10.9M 0.7%
413,710
+15,883
58
$10.9M 0.69%
155,277
+730
59
$10.8M 0.69%
198,190
+16,992
60
$10.7M 0.68%
176,039
+79,806
61
$10.4M 0.66%
170,822
+11,642
62
$10.3M 0.66%
301,279
+100,789
63
$10.3M 0.66%
210,870
-112,756
64
$10.3M 0.66%
478,996
-6,180
65
$9.88M 0.63%
454,334
-16,047
66
$9.72M 0.62%
71,900
+3,732
67
$9.57M 0.61%
297,707
-9,900
68
$9.46M 0.6%
225,013
-16,862
69
$9.24M 0.59%
+174,833
70
$9.21M 0.59%
378,479
+4,817
71
$9.03M 0.57%
+145,968
72
$8.83M 0.56%
539,080
+26,760
73
$8.81M 0.56%
59,913
+27,228
74
$8.79M 0.56%
30,781
+3,151
75
$8.68M 0.55%
516,555
-8,615
1 2
3
4 5