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
$1.39B
AUM Growth
-$422M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.88M
3
+$7.77M
4
GDOT icon
Green Dot
GDOT
+$7.65M
5
PRFT
Perficient Inc
PRFT
+$6.9M

Top Sells

1
+$18.1M
2
+$13.6M
3
+$10.2M
4
DBVT
DBV Technologies
DBVT
+$5.78M
5
EPAY
Bottomline Technologies Inc
EPAY
+$4.75M

Sector Composition

1 Technology 23.23%
2 Healthcare 20.55%
3 Industrials 14.22%
4 Consumer Discretionary 13.5%
5 Financials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.3M 0.31%
33,658
-492
102
$4.3M 0.31%
49,273
-2,162
103
$4.16M 0.3%
334,983
-44,391
104
$3.99M 0.29%
32,685
-2,546
105
$3.63M 0.26%
35,246
-510
106
$3.57M 0.26%
48,552
-682
107
$3.42M 0.25%
81,351
-21,028
108
$3.24M 0.23%
12,531
-185
109
$3.12M 0.22%
54,857
-798
110
$3.09M 0.22%
14,115
-199
111
$3.09M 0.22%
2,070
-431
112
$3.08M 0.22%
48,057
-690
113
$3.02M 0.22%
65,784
-938
114
$2.82M 0.2%
34,776
-15,161
115
$2.74M 0.2%
26,581
+6,631
116
$2.69M 0.19%
132,548
-2,036
117
$2.56M 0.18%
10,472
-148
118
$2.49M 0.18%
34,688
-491
119
$2.48M 0.18%
39,044
-580
120
$2.36M 0.17%
14,699
-181
121
$2.19M 0.16%
34,395
-7,246
122
$2.18M 0.16%
48,240
-1,249
123
$2.15M 0.15%
23,217
-745
124
$2.11M 0.15%
51,249
-723
125
$1.93M 0.14%
22,969
-2,230
3 4
5
6 7