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
$671M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.5M
3
+$2.32M
4
NOMD icon
Nomad Foods
NOMD
+$1.92M
5
EXLS icon
EXL Service
EXLS
+$1.62M

Top Sells

1
+$3.54M
2
+$3.28M
3
+$3.01M
4
AVLR
Avalara, Inc.
AVLR
+$2.79M
5
LESL icon
Leslie's
LESL
+$2.75M

Sector Composition

1 Technology 33.26%
2 Healthcare 20.09%
3 Consumer Discretionary 12.74%
4 Industrials 9.29%
5 Consumer Staples 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$827K 0.12%
+2,026
127
$782K 0.12%
5,514
-2
128
$777K 0.12%
+4,119
129
$710K 0.11%
37,990
-4,194
130
$666K 0.1%
15,205
-862
131
$663K 0.1%
17,907
-5
132
$646K 0.1%
23,762
-647
133
$637K 0.09%
+1,859
134
$635K 0.09%
+439
135
$582K 0.09%
1,252
136
$574K 0.09%
+3,358
137
$450K 0.07%
3,289
-2,899
138
$395K 0.06%
3,791
+7
139
$385K 0.06%
1,500
-1
140
$305K 0.05%
16,879
+7
141
$285K 0.04%
1,763
142
$282K 0.04%
6,036
143
$262K 0.04%
888
-11
144
$255K 0.04%
+1,898
145
$234K 0.03%
+3,518
146
$219K 0.03%
9,072
147
$204K 0.03%
+3,213
148
$202K 0.03%
+4,269
149
$202K 0.03%
113,896
-31,814
150
$201K 0.03%
807
3 4 5
6
7