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
$1.19B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$6.58M
3
+$5.35M
4
PLMR icon
Palomar
PLMR
+$4.93M
5
KNSL icon
Kinsale Capital Group
KNSL
+$4.42M

Top Sells

1
+$12.2M
2
+$9.85M
3
+$7.86M
4
POOL icon
Pool Corp
POOL
+$7.34M
5
OMCL icon
Omnicell
OMCL
+$5.63M

Sector Composition

1 Technology 31.08%
2 Healthcare 18.21%
3 Industrials 11.03%
4 Consumer Discretionary 9.6%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$933K 0.08%
3,013
-28
127
$930K 0.08%
13,080
-120
128
$914K 0.08%
10,496
-2,984
129
$901K 0.08%
+2,320
130
$878K 0.07%
+12,102
131
$875K 0.07%
10,322
-92
132
$874K 0.07%
4,398
-41
133
$870K 0.07%
36,312
-368
134
$862K 0.07%
7,420
-2,726
135
$840K 0.07%
8,967
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136
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+6,092
137
$807K 0.07%
7,262
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138
$806K 0.07%
11,368
-104
139
$768K 0.06%
6,411
+203
140
$751K 0.06%
3,900
-3
141
$736K 0.06%
12,994
-2,391
142
$705K 0.06%
1,296
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143
$684K 0.06%
7,866
-358
144
$680K 0.06%
7,235
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145
$652K 0.05%
11,836
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146
$649K 0.05%
6,129
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147
$627K 0.05%
8,721
-26,466
148
$588K 0.05%
12,619
-722
149
$576K 0.05%
+3,346
150
$560K 0.05%
4,014
+127
4 5
6
7 8