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
$2.98B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$32.5M
3
+$28.2M
4
IPHI
INPHI CORPORATION
IPHI
+$24.6M
5
LFUS icon
Littelfuse
LFUS
+$23.4M

Top Sells

1
+$47.5M
2
+$44.8M
3
+$24M
4
WCN icon
Waste Connections
WCN
+$23.8M
5
XLRN
Acceleron Pharma
XLRN
+$23.2M

Sector Composition

1 Healthcare 24.17%
2 Industrials 21.37%
3 Technology 18.48%
4 Consumer Discretionary 12.78%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.1M 0.44%
117,134
+13,461
77
$11.4M 0.38%
85,211
-3,508
78
$10.5M 0.35%
98,324
+17,518
79
$10.5M 0.35%
193,975
+35,447
80
$10.3M 0.34%
84,625
+11,943
81
$9.59M 0.32%
519,443
-93,683
82
$9.57M 0.32%
222,179
+24,421
83
$9.42M 0.32%
158,329
+23,026
84
$9.33M 0.31%
159,717
+21,973
85
$9.12M 0.31%
111,832
+11,083
86
$8.56M 0.29%
41,973
-2,270
87
$8.5M 0.29%
42,781
+7,955
88
$8.48M 0.28%
235,163
+25,335
89
$8.31M 0.28%
102,368
-7,498
90
$7.79M 0.26%
154,688
+43,467
91
$7.74M 0.26%
143,991
-39,036
92
$7.4M 0.25%
33,633
+6,080
93
$7.35M 0.25%
151,095
+5,766
94
$7.09M 0.24%
136,944
+18,104
95
$6.78M 0.23%
69,514
+8,617
96
$6.55M 0.22%
131,269
-153,954
97
$6.4M 0.22%
23,418
+3,569
98
$6.2M 0.21%
+70,472
99
$5.76M 0.19%
348,063
+249,877
100
$5.52M 0.19%
81,225
+14,441
2 3
4
5 6