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
$739M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.41M
3
+$2.22M
4
OM icon
Outset Medical
OM
+$1.35M
5
HRI icon
Herc Holdings
HRI
+$1.07M

Top Sells

1
+$3.61M
2
+$3.11M
3
+$2.32M
4
AZEK
The AZEK Co
AZEK
+$2M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.82M

Sector Composition

1 Technology 36.06%
2 Healthcare 18.03%
3 Consumer Discretionary 12.5%
4 Industrials 9.7%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.87M 0.25%
8,632
-549
102
$1.8M 0.24%
80,050
-3,927
103
$1.77M 0.24%
37,613
+415
104
$1.66M 0.23%
40,321
-2,628
105
$1.52M 0.21%
3,931
+276
106
$1.48M 0.2%
164,228
+2,312
107
$1.41M 0.19%
46,600
-2,620
108
$1.35M 0.18%
+4,890
109
$1.33M 0.18%
78,206
-354
110
$1.29M 0.18%
50,942
-3,158
111
$1.27M 0.17%
31,188
-492
112
$1.27M 0.17%
2,534
+177
113
$1.26M 0.17%
6,460
-94
114
$1.25M 0.17%
36,650
+1,450
115
$1.23M 0.17%
3,481
+167
116
$1.21M 0.16%
27,324
-941
117
$1.2M 0.16%
9,374
-377
118
$1.19M 0.16%
18,698
+619
119
$1.16M 0.16%
8,212
+574
120
$1.1M 0.15%
5,775
+1,656
121
$1.1M 0.15%
2,200
+174
122
$1.03M 0.14%
39,208
+1,218
123
$1.01M 0.14%
5,916
+402
124
$1M 0.14%
10,327
+335
125
$952K 0.13%
7,627
-308
3 4
5
6 7