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ORI

Oak Ridge Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6M
3
+$3.58M
4
MSFT icon
Microsoft
MSFT
+$3.58M
5
VIAV icon
Viavi Solutions
VIAV
+$3.34M

Top Sells

1
+$7.72M
2
+$6.28M
3
+$3.52M
4
HRI icon
Herc Holdings
HRI
+$2.42M
5
BJ icon
BJs Wholesale Club
BJ
+$2.3M

Sector Composition

1 Technology 51.03%
2 Communication Services 14.62%
3 Consumer Discretionary 9.55%
4 Healthcare 7.9%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.18M 0.33%
40,332
-559
52
$5.05M 0.33%
45,034
+899
53
$4.84M 0.31%
133,281
+665
54
$4.19M 0.27%
35,181
-575
55
$4.14M 0.27%
97,540
-1,574
56
$3.85M 0.25%
+303,778
57
$3.84M 0.25%
14,705
-229
58
$3.72M 0.24%
12,344
-205
59
$3.72M 0.24%
16,927
-278
60
$3.51M 0.23%
36,989
-662
61
$3.36M 0.22%
8,617
-166
62
$3.29M 0.21%
20,577
+413
63
$3.26M 0.21%
89,240
-1,451
64
$3.19M 0.21%
22,136
-12,052
65
$2.99M 0.19%
40,802
+1,936
66
$2.93M 0.19%
+24,185
67
$2.88M 0.19%
36,635
-614
68
$2.85M 0.18%
33,245
-547
69
$2.82M 0.18%
+133,243
70
$2.8M 0.18%
+57,455
71
$2.78M 0.18%
8,828
-190
72
$2.77M 0.18%
38,990
-805
73
$2.76M 0.18%
7,981
-122
74
$2.66M 0.17%
104,071
-1,362
75
$2.59M 0.17%
27,634
-460
1 2
3
4 5