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
$3.13B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$46.1M
2 +$37.4M
3 +$23.6M
4
ALRM icon
Alarm.com
ALRM
+$19.1M
5
SYK icon
Stryker
SYK
+$12.7M

Top Sells

1 +$34.8M
2 +$33.5M
3 +$29.1M
4
EPAM icon
EPAM Systems
EPAM
+$26.5M
5
RMBS icon
Rambus
RMBS
+$23.5M

Sector Composition

1 Healthcare 26.55%
2 Industrials 19.5%
3 Technology 16.61%
4 Consumer Discretionary 12.81%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-41,973
152
-53,179
153
-1,788,096
154
-152,598
155
-36,208
156
-12,746