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ORI

Oak Ridge Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6M
3
+$3.58M
4
MSFT icon
Microsoft
MSFT
+$3.58M
5
VIAV icon
Viavi Solutions
VIAV
+$3.34M

Top Sells

1
+$7.72M
2
+$6.28M
3
+$3.52M
4
HRI icon
Herc Holdings
HRI
+$2.42M
5
BJ icon
BJs Wholesale Club
BJ
+$2.3M

Sector Composition

1 Technology 51.03%
2 Communication Services 14.62%
3 Consumer Discretionary 9.55%
4 Healthcare 7.9%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$903K 0.06%
3,928
+3,050
127
$883K 0.06%
16,066
-185
128
$873K 0.06%
2,698
+5
129
$868K 0.06%
13,885
-293
130
$854K 0.06%
10,473
-222
131
$835K 0.05%
+5,863
132
$817K 0.05%
3,821
-7
133
$793K 0.05%
1,864
-7,773
134
$763K 0.05%
4,640
-204
135
$735K 0.05%
771
+2
136
$732K 0.05%
1,491
+2
137
$710K 0.05%
1,814
-2
138
$708K 0.05%
2,098
+5
139
$686K 0.04%
4,502
-4,920
140
$658K 0.04%
2,660
+6
141
$656K 0.04%
4,661
+11
142
$639K 0.04%
+8,470
143
$615K 0.04%
668
+6
144
$609K 0.04%
10,594
+23
145
$595K 0.04%
5,198
-14
146
$559K 0.04%
10,225
+24
147
$545K 0.04%
3,799
+14
148
$511K 0.03%
2,638
+6
149
$510K 0.03%
1,618
+253
150
$500K 0.03%
16,626
-269
4 5
6
7 8