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
$1.36B
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.05M
3
+$8.63M
4
NVDA icon
NVIDIA
NVDA
+$6.52M
5
IIIV icon
i3 Verticals
IIIV
+$5.64M

Top Sells

1
+$8.96M
2
+$8.33M
3
+$8.2M
4
DSGX icon
Descartes Systems
DSGX
+$7.08M
5
SAIA icon
Saia
SAIA
+$5.71M

Sector Composition

1 Technology 27.38%
2 Healthcare 19.6%
3 Industrials 13.11%
4 Consumer Discretionary 13.02%
5 Financials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.91M 0.73%
183,073
-15,714
52
$9.8M 0.72%
175,012
-17,987
53
$9.71M 0.71%
64,625
-8,311
54
$9.34M 0.69%
147,293
-141,291
55
$9.28M 0.68%
58,620
-5,701
56
$9.05M 0.66%
+122,019
57
$9.03M 0.66%
99,637
-6,535
58
$8.9M 0.65%
59,594
-3,554
59
$8.71M 0.64%
136,019
-11,717
60
$8.63M 0.63%
+181,887
61
$8.57M 0.63%
52,174
-5,101
62
$8.52M 0.63%
262,814
-26,507
63
$8.43M 0.62%
236,010
-36,956
64
$8.36M 0.61%
72,104
-9,027
65
$8.17M 0.6%
81,119
-4,895
66
$7.79M 0.57%
83,687
-61,350
67
$7.65M 0.56%
119,726
-17,637
68
$7.5M 0.55%
69,341
-3,502
69
$7.38M 0.54%
206,631
-14,372
70
$7.35M 0.54%
52,813
-2,756
71
$7.3M 0.54%
112,155
-13,660
72
$6.91M 0.51%
40,369
-47,924
73
$6.81M 0.5%
436,371
-55,170
74
$6.76M 0.5%
213,920
-3,950
75
$6.75M 0.49%
148,913
-13,410
1 2
3
4 5