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
$3.13B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$37.4M
3
+$23.6M
4
ALRM icon
Alarm.com
ALRM
+$19.1M
5
SYK icon
Stryker
SYK
+$12.7M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$29.1M
4
EPAM icon
EPAM Systems
EPAM
+$26.5M
5
RMBS icon
Rambus
RMBS
+$23.5M

Sector Composition

1 Healthcare 26.55%
2 Industrials 19.5%
3 Technology 16.61%
4 Consumer Discretionary 12.81%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.1M 0.45%
327,755
+8,938
77
$13.4M 0.43%
81,011
+2,528
78
$13M 0.41%
173,832
-69,695
79
$12.8M 0.41%
105,261
+6,937
80
$12.7M 0.41%
+91,658
81
$12.6M 0.4%
346,805
+230,892
82
$12.6M 0.4%
207,193
+13,218
83
$11.7M 0.37%
92,978
+7,767
84
$11.3M 0.36%
169,645
+11,316
85
$10.7M 0.34%
88,181
+3,556
86
$10.3M 0.33%
238,499
+16,320
87
$9.98M 0.32%
171,232
+11,515
88
$9.85M 0.31%
116,697
+14,329
89
$9.68M 0.31%
36,009
+2,376
90
$9.58M 0.31%
1,024,719
-410,893
91
$9.39M 0.3%
45,850
+3,069
92
$9.15M 0.29%
117,385
+5,553
93
$8.81M 0.28%
394,210
+46,147
94
$8.8M 0.28%
166,056
+11,368
95
$8.57M 0.27%
253,990
+18,827
96
$8M 0.26%
147,543
+10,599
97
$7.95M 0.25%
+165,000
98
$7.76M 0.25%
136,180
-7,811
99
$7.3M 0.23%
74,472
+4,000
100
$7.25M 0.23%
139,680
+8,411
2 3
4
5 6