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
$991M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.79M
3
+$3.77M
4
AAPL icon
Apple
AAPL
+$3.16M
5
PGNY icon
Progyny
PGNY
+$2.74M

Top Sells

1
+$4.04M
2
+$3.59M
3
+$2.66M
4
RCM
R1 RCM Inc. Common Stock
RCM
+$2.49M
5
THS icon
Treehouse Foods
THS
+$1.96M

Sector Composition

1 Technology 38.2%
2 Healthcare 15.7%
3 Consumer Discretionary 11.23%
4 Industrials 10.61%
5 Communication Services 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.33M 0.34%
12,064
+589
77
$3.21M 0.32%
194,109
+17,411
78
$3.07M 0.31%
11,368
-582
79
$2.93M 0.3%
71,923
-3,750
80
$2.85M 0.29%
8,747
-317
81
$2.84M 0.29%
25,834
-565
82
$2.79M 0.28%
52,157
-1,695
83
$2.79M 0.28%
113,688
+10,508
84
$2.78M 0.28%
209,940
-8,623
85
$2.74M 0.28%
+71,898
86
$2.64M 0.27%
15,356
-854
87
$2.44M 0.25%
64,089
+1,639
88
$2.41M 0.24%
25,686
+1,956
89
$2.28M 0.23%
84,181
-3,167
90
$2.19M 0.22%
25,863
-1,118
91
$2.13M 0.22%
55,280
-69,064
92
$2.12M 0.21%
73,820
+876
93
$2.11M 0.21%
22,665
-531
94
$2.07M 0.21%
+133,547
95
$2.03M 0.2%
55,986
-2,685
96
$1.98M 0.2%
5,036
-299
97
$1.84M 0.19%
9,254
+1,392
98
$1.83M 0.18%
+132,653
99
$1.79M 0.18%
45,840
-50,254
100
$1.78M 0.18%
30,550
-2,600
2 3
4
5 6