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
$3.83B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$33.1M
3 +$26.8M
4
CTXS
Citrix Systems Inc
CTXS
+$21M
5
KERX
Keryx Biopharmaceuticals Inc
KERX
+$16.2M

Top Sells

1 +$135M
2 +$93.9M
3 +$70.7M
4
AMG icon
Affiliated Managers Group
AMG
+$52.9M
5
RP
RealPage, Inc.
RP
+$36.9M

Sector Composition

1 Industrials 19.56%
2 Technology 18.73%
3 Healthcare 18.7%
4 Consumer Discretionary 12.85%
5 Financials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-18,454
152
-2,846,527
153
-817,155
154
-1,457,399
155
-906,614
156
-56,639