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
$1.57B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.8M
3
+$12.2M
4
RPD icon
Rapid7
RPD
+$11.1M
5
CSCO icon
Cisco
CSCO
+$10.3M

Top Sells

1
+$17.6M
2
+$11.5M
3
+$11.4M
4
EPAM icon
EPAM Systems
EPAM
+$10.1M
5
POOL icon
Pool Corp
POOL
+$9.91M

Sector Composition

1 Technology 26.67%
2 Healthcare 18.12%
3 Consumer Discretionary 14.18%
4 Industrials 13.54%
5 Financials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.28M 0.14%
24,772
-1,700
127
$2.13M 0.14%
51,987
+4,982
128
$2.04M 0.13%
7,718
-6,397
129
$1.89M 0.12%
+9,995
130
$1.81M 0.12%
15,275
-593
131
$1.76M 0.11%
23,291
+750
132
$1.66M 0.11%
8,666
+44
133
$1.3M 0.08%
22,889
+1,925
134
$1.12M 0.07%
37,676
-956
135
$1.03M 0.07%
12,762
-73,460
136
$1M 0.06%
4,269
+35
137
$986K 0.06%
9,739
138
$965K 0.06%
8,690
+36
139
$893K 0.06%
5,424
140
$870K 0.06%
5,444
141
$783K 0.05%
12,982
-73,028
142
$772K 0.05%
7,433
143
$760K 0.05%
1,779
144
$754K 0.05%
5,253
+48
145
$745K 0.05%
37,224
+758
146
$669K 0.04%
1,753
147
$667K 0.04%
18,957
-8,550
148
$650K 0.04%
4,772
149
$643K 0.04%
7,466
150
$617K 0.04%
4,076
+1,022
3 4 5
6
7