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ORI

Oak Ridge Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6M
3
+$3.58M
4
MSFT icon
Microsoft
MSFT
+$3.58M
5
VIAV icon
Viavi Solutions
VIAV
+$3.34M

Top Sells

1
+$7.72M
2
+$6.28M
3
+$3.52M
4
HRI icon
Herc Holdings
HRI
+$2.42M
5
BJ icon
BJs Wholesale Club
BJ
+$2.3M

Sector Composition

1 Technology 51.03%
2 Communication Services 14.62%
3 Consumer Discretionary 9.55%
4 Healthcare 7.9%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.58M 0.17%
33,819
-257
77
$2.56M 0.17%
19,263
-292
78
$2.37M 0.15%
+32,315
79
$2.33M 0.15%
24,751
-400
80
$2.33M 0.15%
32,169
-537
81
$2.33M 0.15%
32,548
-629
82
$2.32M 0.15%
15,394
+278
83
$2.31M 0.15%
51,330
-626
84
$2.28M 0.15%
65,433
-1,270
85
$2.23M 0.14%
13,462
-262
86
$2.22M 0.14%
12,632
-2,221
87
$2.14M 0.14%
167,202
-3,701
88
$2.14M 0.14%
+56,399
89
$2.12M 0.14%
25,500
+2,177
90
$2M 0.13%
34,787
-353
91
$1.99M 0.13%
6,650
-109
92
$1.95M 0.13%
20,898
-145
93
$1.85M 0.12%
9,268
-138
94
$1.84M 0.12%
+29,896
95
$1.81M 0.12%
+31,463
96
$1.8M 0.12%
24,261
-2,092
97
$1.79M 0.12%
10,044
-165
98
$1.75M 0.11%
87,507
+16,937
99
$1.73M 0.11%
96,115
-749
100
$1.73M 0.11%
30,430
-31,617
2 3
4
5 6