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
$4.19B
AUM Growth
-$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$55.5M
2 +$46.2M
3 +$40.6M
4
MYCC
ClubCorp Holdings, Inc.
MYCC
+$34.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.1M

Top Sells

1 +$137M
2 +$67M
3 +$57.8M
4
PFPT
Proofpoint, Inc.
PFPT
+$47.6M
5
ELLI
Ellie Mae Inc
ELLI
+$21.2M

Sector Composition

1 Technology 23.62%
2 Healthcare 20.74%
3 Industrials 17.38%
4 Consumer Discretionary 13.2%
5 Financials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-142,312
152
-2,129,137
153
-176,144
154
-1,841,298