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
$671M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.5M
3
+$2.32M
4
NOMD icon
Nomad Foods
NOMD
+$1.92M
5
EXLS icon
EXL Service
EXLS
+$1.62M

Top Sells

1
+$3.54M
2
+$3.28M
3
+$3.01M
4
AVLR
Avalara, Inc.
AVLR
+$2.79M
5
LESL icon
Leslie's
LESL
+$2.75M

Sector Composition

1 Technology 33.26%
2 Healthcare 20.09%
3 Consumer Discretionary 12.74%
4 Industrials 9.29%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.69%
40,855
+30,883
52
$4.29M 0.64%
61,429
-1,221
53
$4.26M 0.63%
23,073
-581
54
$4.23M 0.63%
37,304
+9,259
55
$4.16M 0.62%
88,784
+15,193
56
$4.14M 0.62%
14,070
+144
57
$4.1M 0.61%
37,339
-576
58
$4M 0.6%
12,218
-143
59
$3.93M 0.59%
23,741
+892
60
$3.87M 0.58%
75,976
-1,831
61
$3.82M 0.57%
188,157
-26,882
62
$3.76M 0.56%
55,432
-3,089
63
$3.75M 0.56%
22,895
-8,124
64
$3.73M 0.56%
5,701
-93
65
$3.67M 0.55%
9,440
-123
66
$3.66M 0.55%
47,906
-1,880
67
$3.66M 0.54%
58,459
-1,263
68
$3.65M 0.54%
137,185
+39,075
69
$3.62M 0.54%
89,305
-1,455
70
$3.58M 0.53%
16,257
-278
71
$3.57M 0.53%
11,502
-281
72
$3.5M 0.52%
28,399
-2,652
73
$3.36M 0.5%
16,567
-846
74
$3.36M 0.5%
110,644
+15,732
75
$3.16M 0.47%
118,291
-3,171
1 2
3
4 5