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
$3.09B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19M
3
+$18.7M
4
EEFT icon
Euronet Worldwide
EEFT
+$17.2M
5
AKRX
Akorn Inc
AKRX
+$16.9M

Top Sells

1
+$46.1M
2
+$44.4M
3
+$41.5M
4
MNRO icon
Monro
MNRO
+$37M
5
VRTU
Virtusa Corporation
VRTU
+$35.4M

Sector Composition

1 Healthcare 23.83%
2 Industrials 21.01%
3 Technology 18.22%
4 Consumer Discretionary 16.35%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.78M 0.16%
66,784
-47,035
102
$4.45M 0.14%
206,400
-35,047
103
$4.21M 0.14%
33,634
+377
104
$3.85M 0.12%
+17,125
105
$3.82M 0.12%
72,851
+724
106
$3.7M 0.12%
84,656
+704
107
$3.65M 0.12%
36,085
+13,809
108
$3.31M 0.11%
+80,200
109
$3.28M 0.11%
131,385
+637
110
$3.27M 0.11%
+73,019
111
$3.26M 0.11%
21,284
+147
112
$3.13M 0.1%
+58,812
113
$2.88M 0.09%
49,899
-398,700
114
$2.86M 0.09%
19,041
+521
115
$2.85M 0.09%
34,239
-38,356
116
$2.76M 0.09%
28,592
-7,325
117
$2.71M 0.09%
20,224
-12,122
118
$2.46M 0.08%
78,262
-118
119
$2.44M 0.08%
16,813
+220
120
$2.37M 0.08%
+17,264
121
$2.28M 0.07%
14,787
+12,498
122
$2.2M 0.07%
+77,082
123
$1.9M 0.06%
18,237
-4,809
124
$1.9M 0.06%
+18,094
125
$1.76M 0.06%
46,986
-41,516
3 4
5
6 7