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
$739M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.41M
3
+$2.22M
4
OM icon
Outset Medical
OM
+$1.35M
5
HRI icon
Herc Holdings
HRI
+$1.07M

Top Sells

1
+$3.61M
2
+$3.11M
3
+$2.32M
4
AZEK
The AZEK Co
AZEK
+$2M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.82M

Sector Composition

1 Technology 36.06%
2 Healthcare 18.03%
3 Consumer Discretionary 12.5%
4 Industrials 9.7%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.87M 0.66%
21,577
-8
52
$4.86M 0.66%
152,042
+14,857
53
$4.84M 0.65%
41,629
+774
54
$4.83M 0.65%
92,918
-357
55
$4.66M 0.63%
24,377
+1,304
56
$4.52M 0.61%
14,171
+101
57
$4.46M 0.6%
45,523
+3,410
58
$4.37M 0.59%
9,404
-36
59
$4.28M 0.58%
285,179
+52,536
60
$4.26M 0.58%
12,797
-2
61
$4.24M 0.57%
36,964
-145
62
$4.22M 0.57%
15,723
-534
63
$4.08M 0.55%
5,660
-41
64
$4.08M 0.55%
56,373
+941
65
$4M 0.54%
21,750
-1,145
66
$3.92M 0.53%
23,541
-200
67
$3.89M 0.53%
144,537
+26,246
68
$3.77M 0.51%
37,279
-60
69
$3.68M 0.5%
12,304
+86
70
$3.55M 0.48%
17,580
+1,013
71
$3.54M 0.48%
11,659
+157
72
$3.49M 0.47%
31,182
+5,122
73
$3.49M 0.47%
134,204
-7,836
74
$3.37M 0.46%
11,224
-608
75
$3.34M 0.45%
87,431
-5,635
1 2
3
4 5