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
$1.15B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.2M
3
+$7.98M
4
AAPL icon
Apple
AAPL
+$7.73M
5
EXLS icon
EXL Service
EXLS
+$4.31M

Top Sells

1
+$8.51M
2
+$4.62M
3
+$3.93M
4
ATKR icon
Atkore
ATKR
+$3.62M
5
ALRM icon
Alarm.com
ALRM
+$3.58M

Sector Composition

1 Technology 42.17%
2 Healthcare 14.86%
3 Communication Services 11.23%
4 Consumer Discretionary 9.36%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.25%
57,354
-17,691
77
$2.72M 0.24%
17,327
-488
78
$2.69M 0.23%
15,040
-141
79
$2.69M 0.23%
13,492
+855
80
$2.66M 0.23%
+11,256
81
$2.62M 0.23%
+18,487
82
$2.56M 0.22%
188,210
-61,308
83
$2.51M 0.22%
14,984
-584
84
$2.42M 0.21%
4,465
-136
85
$2.39M 0.21%
+10,955
86
$2.29M 0.2%
392,496
+291,120
87
$2.28M 0.2%
123,806
-3,736
88
$2.19M 0.19%
+43,499
89
$2.05M 0.18%
43,743
-34,415
90
$2.02M 0.18%
+21,751
91
$1.99M 0.17%
9,903
-387
92
$1.94M 0.17%
+24,242
93
$1.79M 0.16%
40,378
+5,142
94
$1.78M 0.16%
+5,626
95
$1.74M 0.15%
2,986
-333
96
$1.72M 0.15%
29,807
-393
97
$1.4M 0.12%
15,135
-609
98
$1.4M 0.12%
+70,069
99
$1.35M 0.12%
29,080
-1,192
100
$1.33M 0.12%
+16,647
2 3
4
5 6