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
$1.81B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.2M
3
+$10.2M
4
ARWR icon
Arrowhead Research
ARWR
+$7.27M
5
NOMD icon
Nomad Foods
NOMD
+$6.03M

Top Sells

1
+$18.3M
2
+$12.5M
3
+$10.7M
4
MXL icon
MaxLinear
MXL
+$9.45M
5
RSPP
RSP Permian, Inc.
RSPP
+$7.6M

Sector Composition

1 Technology 23.84%
2 Healthcare 21.94%
3 Industrials 14.87%
4 Consumer Discretionary 13.92%
5 Consumer Staples 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.1%
16,111
-618
127
$1.72M 0.09%
24,626
-944
128
$1.66M 0.09%
23,067
+548
129
$1.42M 0.08%
+39,788
130
$1.25M 0.07%
36,507
-26,495
131
$1.1M 0.06%
9,739
+1,053
132
$1.01M 0.06%
8,667
+240
133
$951K 0.05%
5,589
+342
134
$945K 0.05%
4,245
-40
135
$902K 0.05%
1,913
+124
136
$842K 0.05%
5,591
+348
137
$792K 0.04%
5,220
-54
138
$745K 0.04%
15,321
+897
139
$682K 0.04%
13,866
-125
140
$672K 0.04%
+7,433
141
$671K 0.04%
37,834
+1,729
142
$652K 0.04%
1,753
+115
143
$642K 0.04%
+2,520
144
$634K 0.04%
+5,968
145
$593K 0.03%
15,561
+1,094
146
$587K 0.03%
7,604
+478
147
$583K 0.03%
6,307
+415
148
$525K 0.03%
9,830
+687
149
$487K 0.03%
3,983
+250
150
$464K 0.03%
7,469
-4,232
3 4 5
6
7