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
$739M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.41M
3
+$2.22M
4
OM icon
Outset Medical
OM
+$1.35M
5
HRI icon
Herc Holdings
HRI
+$1.07M

Top Sells

1
+$3.61M
2
+$3.11M
3
+$2.32M
4
AZEK
The AZEK Co
AZEK
+$2M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.82M

Sector Composition

1 Technology 36.06%
2 Healthcare 18.03%
3 Consumer Discretionary 12.5%
4 Industrials 9.7%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.21M 0.43%
47,717
-189
77
$3.2M 0.43%
+13,771
78
$3.07M 0.42%
26,995
+9,395
79
$3M 0.41%
54,966
-3,493
80
$2.95M 0.4%
245,740
+30,292
81
$2.93M 0.4%
53,074
+5,403
82
$2.86M 0.39%
23,358
+1,172
83
$2.83M 0.38%
84,490
-4,815
84
$2.8M 0.38%
38,719
-22,710
85
$2.78M 0.38%
15,154
-887
86
$2.77M 0.38%
7,440
-480
87
$2.48M 0.34%
46,318
+6,703
88
$2.47M 0.33%
23,744
-1,281
89
$2.43M 0.33%
86,108
+789
90
$2.43M 0.33%
103,187
-84,970
91
$2.43M 0.33%
17,446
+536
92
$2.41M 0.33%
+95,733
93
$2.41M 0.33%
108,921
-1,753
94
$2.36M 0.32%
10,484
+61
95
$2.31M 0.31%
55,694
-3,525
96
$2.22M 0.3%
+211,697
97
$2.21M 0.3%
5,592
-30
98
$2.16M 0.29%
64,655
+16,544
99
$2.13M 0.29%
14,976
+2,398
100
$2.12M 0.29%
7,590
-485
2 3
4
5 6