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
$1.8B
AUM Growth
-$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$16.1M
3
+$13.6M
4
EPAY
Bottomline Technologies Inc
EPAY
+$10.2M
5
ABBV icon
AbbVie
ABBV
+$10.1M

Top Sells

1
+$32.1M
2
+$28.2M
3
+$17.1M
4
BKNG icon
Booking.com
BKNG
+$16.3M
5
BURL icon
Burlington
BURL
+$12.2M

Sector Composition

1 Technology 23.97%
2 Healthcare 21.48%
3 Industrials 16.18%
4 Consumer Discretionary 13.69%
5 Financials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.11%
17,076
-888
127
$1.92M 0.11%
38,099
-1,768
128
$1.89M 0.11%
40,694
-28,772
129
$1.86M 0.1%
26,101
-1,350
130
$1.51M 0.08%
8,485
-633
131
$1.35M 0.08%
25,946
-1,549
132
$1.3M 0.07%
11,701
-31,139
133
$1.23M 0.07%
22,154
+15,468
134
$1.12M 0.06%
5,956
-6,749
135
$987K 0.05%
3,010
-28
136
$955K 0.05%
8,686
-88
137
$853K 0.05%
1,574
-16
138
$839K 0.05%
8,350
-248
139
$799K 0.04%
4,941
-47
140
$766K 0.04%
4,372
-488
141
$704K 0.04%
5,385
-588
142
$691K 0.04%
7,304
-885
143
$587K 0.03%
13,688
-127
144
$540K 0.03%
4,757
-47
145
$511K 0.03%
5,605
-50
146
$487K 0.03%
6,721
-61
147
$469K 0.03%
8,588
-12,177
148
$438K 0.02%
13,694
-124
149
$411K 0.02%
8,590
-83
150
$397K 0.02%
3,484
-34
3 4 5
6
7