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
$991M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.79M
3
+$3.77M
4
AAPL icon
Apple
AAPL
+$3.16M
5
PGNY icon
Progyny
PGNY
+$2.74M

Top Sells

1
+$4.04M
2
+$3.59M
3
+$2.66M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$2.49M
5
THS icon
Treehouse Foods
THS
+$1.96M

Sector Composition

1 Technology 38.2%
2 Healthcare 15.7%
3 Consumer Discretionary 11.23%
4 Industrials 10.61%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.25M 0.53%
25,482
+887
52
$5.21M 0.53%
23,158
+1,007
53
$5.11M 0.52%
6,191
+307
54
$5.06M 0.51%
143,938
-6,224
55
$5.02M 0.51%
284,370
+100,664
56
$5.02M 0.51%
39,278
+1,571
57
$4.98M 0.5%
36,220
+1,743
58
$4.92M 0.5%
97,947
+5,773
59
$4.82M 0.49%
60,546
-3,369
60
$4.66M 0.47%
41,011
+1,869
61
$4.58M 0.46%
63,176
+173
62
$4.58M 0.46%
12,488
-676
63
$4.4M 0.44%
18,534
-778
64
$4.4M 0.44%
6,102
+286
65
$4.4M 0.44%
87,534
-2,678
66
$4.26M 0.43%
80,958
-3,474
67
$4.08M 0.41%
101,533
-4,809
68
$4M 0.4%
51,144
-2,238
69
$3.91M 0.39%
42,710
-1,818
70
$3.87M 0.39%
22,982
+465
71
$3.79M 0.38%
+30,470
72
$3.77M 0.38%
49,808
-2,800
73
$3.66M 0.37%
11,712
+621
74
$3.66M 0.37%
58,763
-3,184
75
$3.63M 0.37%
18,357
-760
1 2
3
4 5