ORI
Oak Ridge Investments Portfolio holdings
AUM
$1.39B
1-Year Return
33.33%
This Quarter Return
+5.72%
1 Year Return
+33.33%
3 Year Return
+165.84%
5 Year Return
+254.68%
10 Year Return
+830.04%
AUM
$1.8B
AUM Growth
-$293M
(-14%)
Cap. Flow
-$376M
Cap. Flow
% of AUM
-20.89%
Top 10 Holdings %
Top 10 Hldgs %
21.62%
Holding
175
New
11
Increased
12
Reduced
135
Closed
16
Top Buys
| 1 |
Saia
SAIA
|
$17.5M |
| 2 |
MaxLinear
MXL
|
$16.1M |
| 3 |
CALD
Callidus Software, Inc.
CALD
|
$13.6M |
| 4 |
EPAY
Bottomline Technologies Inc
EPAY
|
$10.2M |
| 5 |
AbbVie
ABBV
|
$10.1M |
Top Sells
| 1 |
Maximus
MMS
|
$32.1M |
| 2 |
LNCE
Snyders-Lance, Inc.
LNCE
|
$28.2M |
| 3 |
A.O. Smith
AOS
|
$17.1M |
| 4 |
Booking.com
BKNG
|
$16.3M |
| 5 |
Burlington
BURL
|
$12.2M |
Sector Composition
| 1 | Technology | 23.97% |
| 2 | Healthcare | 21.48% |
| 3 | Industrials | 16.18% |
| 4 | Consumer Discretionary | 13.69% |
| 5 | Financials | 6.33% |
