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
$1.81B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.2M
3
+$10.2M
4
ARWR icon
Arrowhead Research
ARWR
+$7.27M
5
NOMD icon
Nomad Foods
NOMD
+$6.03M

Top Sells

1
+$18.3M
2
+$12.5M
3
+$10.7M
4
MXL icon
MaxLinear
MXL
+$9.45M
5
RSPP
RSP Permian, Inc.
RSPP
+$7.6M

Sector Composition

1 Technology 23.84%
2 Healthcare 21.94%
3 Industrials 14.87%
4 Consumer Discretionary 13.92%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.42M 0.52%
102,645
-9,361
77
$9.35M 0.52%
98,866
-4,041
78
$9.35M 0.52%
121,168
-6,697
79
$8.66M 0.48%
23,141
-1,290
80
$8.47M 0.47%
294,842
-35,012
81
$8.26M 0.46%
163,956
-17,327
82
$8.23M 0.45%
196,522
-12,667
83
$7.83M 0.43%
48,449
-77,258
84
$7.82M 0.43%
614,593
-75,279
85
$7.74M 0.43%
353,279
-23,696
86
$7.65M 0.42%
81,180
-6,944
87
$7.45M 0.41%
84,769
-4,476
88
$7.34M 0.41%
523,810
-65,570
89
$7.27M 0.4%
+379,374
90
$7.09M 0.39%
128,994
-5,561
91
$6.93M 0.38%
63,519
-3,043
92
$6.92M 0.38%
374,925
-20,815
93
$6.56M 0.36%
51,435
-2,979
94
$6.17M 0.34%
60,616
-3,760
95
$6.14M 0.34%
102,379
-3,029
96
$5.78M 0.32%
25,711
-761
97
$5.74M 0.32%
232,640
-17,930
98
$5.64M 0.31%
2,501
-299
99
$5.41M 0.3%
34,150
-1,312
100
$5.27M 0.29%
35,231
-3,527
2 3
4
5 6