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
$1.81B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.2M
3
+$10.2M
4
ARWR icon
Arrowhead Research
ARWR
+$7.27M
5
NOMD icon
Nomad Foods
NOMD
+$6.03M

Top Sells

1
+$18.3M
2
+$12.5M
3
+$10.7M
4
MXL icon
MaxLinear
MXL
+$9.45M
5
RSPP
RSP Permian, Inc.
RSPP
+$7.6M

Sector Composition

1 Technology 23.84%
2 Healthcare 21.94%
3 Industrials 14.87%
4 Consumer Discretionary 13.92%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.55M 0.25%
35,756
-1,373
102
$4.44M 0.25%
49,937
-1,930
103
$4.09M 0.23%
55,655
-2,128
104
$4.06M 0.22%
49,234
-1,880
105
$3.99M 0.22%
33,472
-7,000
106
$3.59M 0.2%
48,747
-1,869
107
$3.42M 0.19%
10,620
-407
108
$3.4M 0.19%
169,085
-25,155
109
$3.38M 0.19%
12,716
-492
110
$3.24M 0.18%
23,962
-913
111
$3.21M 0.18%
14,880
-4,782
112
$3.16M 0.17%
134,584
-5,300
113
$3.13M 0.17%
14,314
-547
114
$3.11M 0.17%
54,741
-2,093
115
$3.03M 0.17%
66,722
-2,552
116
$2.88M 0.16%
41,641
-1,962
117
$2.84M 0.16%
35,179
-1,345
118
$2.81M 0.16%
49,489
-1,918
119
$2.79M 0.15%
51,972
-1,983
120
$2.75M 0.15%
+19,950
121
$2.75M 0.15%
39,624
-1,544
122
$2.68M 0.15%
25,199
-1,143
123
$2.45M 0.14%
+127,006
124
$1.9M 0.1%
94,664
-16,851
125
$1.81M 0.1%
8,726
+180
3 4
5
6 7