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
$3.09B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19M
3
+$18.7M
4
EEFT icon
Euronet Worldwide
EEFT
+$17.2M
5
AKRX
Akorn Inc
AKRX
+$16.9M

Top Sells

1
+$46.1M
2
+$44.4M
3
+$41.5M
4
MNRO icon
Monro
MNRO
+$37M
5
VRTU
Virtusa Corporation
VRTU
+$35.4M

Sector Composition

1 Healthcare 23.83%
2 Industrials 21.01%
3 Technology 18.22%
4 Consumer Discretionary 16.35%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.92M 0.29%
109,866
-25,742
77
$8.9M 0.29%
88,719
-9,159
78
$8.89M 0.29%
72,682
+26,993
79
$8.77M 0.28%
197,758
-57,706
80
$8.44M 0.27%
107,011
-83,269
81
$7.93M 0.26%
+274,031
82
$7.72M 0.25%
145,329
+107,380
83
$7.7M 0.25%
158,528
-122,623
84
$7.65M 0.25%
137,744
-54,298
85
$7.61M 0.25%
209,828
-77,979
86
$7.58M 0.25%
135,303
-54,588
87
$7.47M 0.24%
80,806
-34,079
88
$7.25M 0.24%
100,749
-37,129
89
$6.86M 0.22%
27,553
-11,471
90
$6.35M 0.21%
34,826
-14,676
91
$6.16M 0.2%
60,897
-23,745
92
$5.99M 0.19%
111,044
+984
93
$5.97M 0.19%
118,840
-46,330
94
$5.96M 0.19%
38,863
+14,576
95
$5.63M 0.18%
19,849
-7,976
96
$5.49M 0.18%
660,000
-290,427
97
$5.24M 0.17%
51,816
+528
98
$5.08M 0.16%
29,675
+322
99
$4.99M 0.16%
111,221
-43,958
100
$4.79M 0.16%
285,444
+2,768
2 3
4
5 6