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
$1.19B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$6.58M
3
+$5.35M
4
PLMR icon
Palomar
PLMR
+$4.93M
5
KNSL icon
Kinsale Capital Group
KNSL
+$4.42M

Top Sells

1
+$12.2M
2
+$9.85M
3
+$7.86M
4
POOL icon
Pool Corp
POOL
+$7.34M
5
OMCL icon
Omnicell
OMCL
+$5.63M

Sector Composition

1 Technology 31.08%
2 Healthcare 18.21%
3 Industrials 11.03%
4 Consumer Discretionary 9.6%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.79M 0.65%
85,389
+1,710
52
$7.54M 0.63%
44,220
-7,365
53
$7.49M 0.63%
95,249
-6,103
54
$7.47M 0.63%
41,794
-4,602
55
$7.45M 0.62%
66,986
-5,602
56
$7.31M 0.61%
204,243
-20,200
57
$7.29M 0.61%
164,458
-15,908
58
$7.26M 0.61%
208,928
-21,364
59
$7.26M 0.61%
40,295
-2,439
60
$7.05M 0.59%
10,040
-133
61
$6.91M 0.58%
72,080
-35,421
62
$6.9M 0.58%
35,032
-25,815
63
$6.74M 0.57%
245,580
-4,455
64
$6.74M 0.57%
78,304
-5,974
65
$6.69M 0.56%
113,758
-1,244
66
$6.58M 0.55%
+267,043
67
$6.54M 0.55%
136,229
-12,964
68
$6.48M 0.54%
106,326
-1,425
69
$6.41M 0.54%
47,827
-504
70
$6.4M 0.54%
91,714
-7,468
71
$6.39M 0.54%
47,708
-3,319
72
$6.36M 0.53%
32,733
-2,867
73
$6.18M 0.52%
21,295
-335
74
$6.17M 0.52%
195,470
-1,290
75
$6M 0.5%
14,801
-152
1 2
3
4 5