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
$3.13B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$37.4M
3
+$23.6M
4
ALRM icon
Alarm.com
ALRM
+$19.1M
5
SYK icon
Stryker
SYK
+$12.7M

Top Sells

1
+$34.8M
2
+$33.5M
3
+$29.1M
4
EPAM icon
EPAM Systems
EPAM
+$26.5M
5
RMBS icon
Rambus
RMBS
+$23.5M

Sector Composition

1 Healthcare 26.55%
2 Industrials 19.5%
3 Technology 16.61%
4 Consumer Discretionary 12.81%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.12M 0.23%
178,736
+27,641
102
$6.96M 0.22%
35,907
+7,052
103
$6.77M 0.22%
74,833
+5,319
104
$6.64M 0.21%
24,478
+1,060
105
$6.05M 0.19%
85,509
+4,284
106
$5.81M 0.19%
47,074
+12,335
107
$4.93M 0.16%
15,595
+4,273
108
$4.76M 0.15%
257,828
+63,604
109
$4.7M 0.15%
100,374
+25,939
110
$4.62M 0.15%
77,176
+20,440
111
$4.36M 0.14%
48,300
+22,770
112
$3.88M 0.12%
127,589
+2,666
113
$3.64M 0.12%
66,082
+17,245
114
$3.63M 0.12%
+73,787
115
$3.56M 0.11%
19,361
+5,062
116
$3.52M 0.11%
15,668
+4,269
117
$3.48M 0.11%
66,416
+18,179
118
$3.27M 0.1%
53,542
+14,678
119
$3.07M 0.1%
19,441
+5,031
120
$2.98M 0.1%
+14,327
121
$2.95M 0.09%
72,464
+19,795
122
$2.93M 0.09%
+46,647
123
$2.91M 0.09%
32,806
+8,723
124
$2.9M 0.09%
18,879
+1,734
125
$2.8M 0.09%
22,115
+5,665
3 4
5
6 7