ORI

Oak Ridge Investments Portfolio holdings

AUM $1.65B
1-Year Est. Return 35.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.9M
3
+$18.4M
4
EEFT icon
Euronet Worldwide
EEFT
+$18.4M
5
AKRX
Akorn Inc
AKRX
+$17.8M

Top Sells

1
+$47.8M
2
+$44.4M
3
+$41.5M
4
MNRO icon
Monro
MNRO
+$37.2M
5
VRTU
Virtusa Corporation
VRTU
+$35.4M

Sector Composition

1 Healthcare 23.83%
2 Industrials 21.01%
3 Technology 18.21%
4 Consumer Discretionary 16.35%
5 Financials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-58,525
152
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-262,048
153
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-68,593
154
– –
-262,784
155
– –
-195,106
156
– –
-592,869
157
– –
-1,432,444
158
– –
-40,283
159
– –
-80,205
3 4 5 6
7