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
$3.62B
AUM Growth
+$434M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$50.8M
2 +$45.9M
3 +$36.2M
4
UNFI icon
United Natural Foods
UNFI
+$30.7M
5
TFM
THE FRESH MARKET, INC COM STK
TFM
+$24M

Top Sells

1 +$43M
2 +$36.3M
3 +$28M
4
SWI
SOLARWINDS INC COM STK (DE)
SWI
+$26.3M
5
CHD icon
Church & Dwight Co
CHD
+$19.7M

Sector Composition

1 Industrials 21.06%
2 Technology 16.55%
3 Consumer Discretionary 12.63%
4 Healthcare 11.18%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$222K 0.01%
4,287
+227
127
$214K 0.01%
+790
128
-96,642
129
-785,321
130
-29,909
131
-200,000
132
-46,543
133
-677,265
134
-95,633
135
-1,148,103