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ORI

Oak Ridge Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6M
3
+$3.58M
4
MSFT icon
Microsoft
MSFT
+$3.58M
5
VIAV icon
Viavi Solutions
VIAV
+$3.34M

Top Sells

1
+$7.72M
2
+$6.28M
3
+$3.52M
4
HRI icon
Herc Holdings
HRI
+$2.42M
5
BJ icon
BJs Wholesale Club
BJ
+$2.3M

Sector Composition

1 Technology 51.03%
2 Communication Services 14.62%
3 Consumer Discretionary 9.55%
4 Healthcare 7.9%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.11%
15,899
-121
102
$1.7M 0.11%
19,459
-177
103
$1.68M 0.11%
6,675
-125
104
$1.65M 0.11%
+8,418
105
$1.63M 0.11%
68,232
+16,755
106
$1.47M 0.09%
12,065
-241
107
$1.45M 0.09%
27,935
-558
108
$1.4M 0.09%
30,992
-502
109
$1.39M 0.09%
14,951
-22,528
110
$1.35M 0.09%
83,060
-822
111
$1.34M 0.09%
48,566
-337
112
$1.3M 0.08%
17,758
-357
113
$1.29M 0.08%
10,406
+1,782
114
$1.26M 0.08%
1,715
+2
115
$1.22M 0.08%
3,954
+26
116
$1.15M 0.07%
8,302
+3,919
117
$1.11M 0.07%
+21,530
118
$1.1M 0.07%
+19,337
119
$1.09M 0.07%
31,536
-390
120
$1.02M 0.07%
25,385
-11,867
121
$993K 0.06%
27,820
-599
122
$984K 0.06%
19,192
-383
123
$972K 0.06%
1,521
+4
124
$939K 0.06%
3,619
125
$913K 0.06%
1,615
3 4
5
6 7