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
$3.19B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$81.7M
3
+$75.4M
4
AOS icon
A.O. Smith
AOS
+$73.3M
5
AMG icon
Affiliated Managers Group
AMG
+$73M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.24%
2 Technology 16.27%
3 Consumer Discretionary 12.98%
4 Healthcare 11.56%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.18M 0.23%
+125,975
102
$7.11M 0.22%
+216,916
103
$6.48M 0.2%
+258,728
104
$5.79M 0.18%
+96,642
105
$5.34M 0.17%
+95,633
106
$4.43M 0.14%
+75,709
107
$3.63M 0.11%
+82,195
108
$3.57M 0.11%
+107,557
109
$3.41M 0.11%
+111,780
110
$3.39M 0.11%
+46,543
111
$3.23M 0.1%
+331,208
112
$3.19M 0.1%
+63,767
113
$3.1M 0.1%
+61,049
114
$3.08M 0.1%
+62,085
115
$3.07M 0.1%
+45,869
116
$2.92M 0.09%
+200,000
117
$2.91M 0.09%
+19,272
118
$2.74M 0.09%
+22,079
119
$2.66M 0.08%
+80,466
120
$2.65M 0.08%
+27,777
121
$2.64M 0.08%
+34,102
122
$2.1M 0.07%
+37,260
123
$1.57M 0.05%
+29,909
124
$214K 0.01%
+4,060
1 2 3 4
5