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
$2.1B
AUM Growth
-$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.1M
3
+$8.04M
4
PYPL icon
PayPal
PYPL
+$7.56M
5
NFLX icon
Netflix
NFLX
+$5.39M

Top Sells

1
+$64.3M
2
+$32M
3
+$24.3M
4
AKRX
Akorn Inc
AKRX
+$23M
5
CELG
Celgene Corp
CELG
+$20.1M

Sector Composition

1 Healthcare 21.28%
2 Technology 20.83%
3 Industrials 18.26%
4 Consumer Discretionary 14.4%
5 Financials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.47M 0.12%
47,865
-7,648
127
$2.4M 0.11%
44,156
-28,520
128
$2.31M 0.11%
17,964
-2,773
129
$2.16M 0.1%
27,451
-4,359
130
$1.88M 0.09%
319,775
-311,425
131
$1.83M 0.09%
+150,000
132
$1.73M 0.08%
9,118
-68
133
$1.31M 0.06%
23,661
+14,947
134
$1.27M 0.06%
27,495
-188
135
$1.12M 0.05%
+20,765
136
$938K 0.04%
8,774
137
$924K 0.04%
8,598
-44
138
$896K 0.04%
3,038
139
$817K 0.04%
1,590
140
$817K 0.04%
6,065
+2,237
141
$816K 0.04%
5,973
-69
142
$749K 0.04%
8,189
-5,782
143
$736K 0.04%
4,860
-103
144
$728K 0.03%
4,988
145
$613K 0.03%
6,676
146
$565K 0.03%
14,776
-174
147
$563K 0.03%
4,804
148
$529K 0.03%
13,815
149
$510K 0.02%
+6,782
150
$503K 0.02%
5,655
3 4 5
6
7