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
$2.98B
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M
2 +$32.5M
3 +$28.2M
4
IPHI
INPHI CORPORATION
IPHI
+$24.6M
5
LFUS icon
Littelfuse
LFUS
+$23.4M

Top Sells

1 +$47.5M
2 +$44.8M
3 +$24M
4
WCN icon
Waste Connections
WCN
+$23.8M
5
XLRN
Acceleron Pharma
XLRN
+$23.2M

Sector Composition

1 Healthcare 24.17%
2 Industrials 21.37%
3 Technology 18.48%
4 Consumer Discretionary 12.78%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-34,239
152
-131,385
153
-33,126
154
-928,365
155
-3,988
156
-135,000
157
-564
158
-660,000