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ORI

Oak Ridge Investments Portfolio holdings

AUM $1.51B
1-Year Est. Return 38.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$784M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.05M
3
+$2.98M
4
BRBR icon
BellRing Brands
BRBR
+$2.58M
5
MSFT icon
Microsoft
MSFT
+$2.23M

Top Sells

1
+$4.46M
2
+$3.51M
3
+$3.14M
4
MODN
MODEL N, INC.
MODN
+$2.91M
5
BURL icon
Burlington
BURL
+$2.7M

Sector Composition

1 Technology 36.02%
2 Healthcare 17.1%
3 Consumer Discretionary 11.94%
4 Industrials 10.33%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-82,195
152
– –
-112,034
153
– –
-2,838
154
– –
-1,524
155
– –
-15,317
156
– –
-2,825
3 4 5 6
7