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
$1.39B
AUM Growth
-$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.88M
3
+$7.77M
4
GDOT icon
Green Dot
GDOT
+$7.65M
5
PRFT
Perficient Inc
PRFT
+$6.9M

Top Sells

1
+$18.1M
2
+$13.6M
3
+$10.2M
4
DBVT
DBV Technologies
DBVT
+$5.78M
5
EPAY
Bottomline Technologies Inc
EPAY
+$4.75M

Sector Composition

1 Technology 23.23%
2 Healthcare 20.55%
3 Industrials 14.22%
4 Consumer Discretionary 13.5%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.41M 0.46%
62,532
-987
77
$6.36M 0.46%
281,119
-13,723
78
$6.36M 0.46%
261,034
-43,227
79
$6.35M 0.46%
318,353
-74,968
80
$6.35M 0.46%
200,490
-45,178
81
$6.34M 0.46%
188,616
-7,906
82
$6.27M 0.45%
77,477
-3,703
83
$6.19M 0.45%
118,503
-10,491
84
$6.13M 0.44%
+61,427
85
$6.09M 0.44%
22,768
-373
86
$5.98M 0.43%
124,625
-98,912
87
$5.75M 0.41%
+575,984
88
$5.69M 0.41%
512,320
-109,898
89
$5.66M 0.41%
364,509
-102,985
90
$5.64M 0.41%
221,660
-10,980
91
$5.63M 0.41%
+336,990
92
$5.36M 0.39%
373,662
-1,263
93
$5.1M 0.37%
381,567
-142,243
94
$5M 0.36%
45,852
-2,597
95
$4.88M 0.35%
146,739
-17,217
96
$4.82M 0.35%
53,863
-6,753
97
$4.62M 0.33%
122,470
-27,009
98
$4.58M 0.33%
528,256
-86,337
99
$4.53M 0.33%
86,010
+78,541
100
$4.4M 0.32%
269,196
-84,083
2 3
4
5 6