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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
$2.98B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$30.5M
3
+$26.3M
4
PLNT icon
Planet Fitness
PLNT
+$23.6M
5
ENV
ENVESTNET, INC.
ENV
+$23.6M

Top Sells

1
+$44.8M
2
+$43.3M
3
+$23.2M
4
XLRN
Acceleron Pharma
XLRN
+$23.1M
5
SLAB icon
Silicon Laboratories
SLAB
+$22.9M

Sector Composition

1 Healthcare 24.17%
2 Industrials 21.37%
3 Technology 18.48%
4 Consumer Discretionary 12.78%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.06%
11,341
-5,472
127
$1.74M 0.06%
15,353
-2,884
128
$1.72M 0.06%
78,450
-13,440
129
$1.59M 0.05%
40,324
-6,662
130
$1.5M 0.05%
13,335
-2,185
131
$1.45M 0.05%
50,952
-26,130
132
$1.27M 0.04%
15,453
-768
133
$1.18M 0.04%
132,350
-3,800
134
$1.1M 0.04%
10,675
-5,515
135
$762K 0.03%
+7,635
136
$626K 0.02%
28,781
-5,170
137
$517K 0.02%
18,176
-54,200
138
$442K 0.01%
9,512
-16,378
139
$310K 0.01%
36,208
+2,055
140
$264K 0.01%
3,008
-1,227
141
$212K 0.01%
553
-226
142
– –
-1,378
143
– –
-1,424
144
– –
-2,288
145
– –
-107,011
146
– –
-206,400
147
– –
-14,787
148
– –
-5,576
149
– –
-4,846
150
– –
-34,239
3 4 5
6
7