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
$1.57B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.8M
3
+$12.2M
4
RPD icon
Rapid7
RPD
+$11.1M
5
CSCO icon
Cisco
CSCO
+$10.3M

Top Sells

1
+$17.6M
2
+$11.5M
3
+$11.4M
4
EPAM icon
EPAM Systems
EPAM
+$10.1M
5
POOL icon
Pool Corp
POOL
+$9.91M

Sector Composition

1 Technology 26.67%
2 Healthcare 18.12%
3 Consumer Discretionary 14.18%
4 Industrials 13.54%
5 Financials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.63M 0.29%
33,896
-1,350
102
$4.58M 0.29%
+24,899
103
$4.41M 0.28%
36,968
-16,895
104
$4.26M 0.27%
339,025
+20,672
105
$4.12M 0.26%
46,686
-1,866
106
$3.64M 0.23%
12,052
-479
107
$3.56M 0.23%
23,457
-10,201
108
$3.53M 0.22%
52,781
-2,076
109
$3.47M 0.22%
46,173
-1,884
110
$3.36M 0.21%
39,075
+4,680
111
$3.27M 0.21%
63,240
-2,544
112
$3.22M 0.2%
33,445
-1,331
113
$3.21M 0.2%
+131,343
114
$3.14M 0.2%
+81,332
115
$3.01M 0.19%
127,344
-5,204
116
$2.99M 0.19%
46,913
-1,327
117
$2.91M 0.19%
23,969
+1,000
118
$2.78M 0.18%
37,548
-1,496
119
$2.77M 0.18%
33,347
-1,341
120
$2.72M 0.17%
28,794
+2,213
121
$2.5M 0.16%
14,232
-467
122
$2.44M 0.16%
+40,171
123
$2.4M 0.15%
120,519
+3,328
124
$2.37M 0.15%
49,317
-1,932
125
$2.3M 0.15%
22,681
-536
3 4
5
6 7