ORI

Oak Ridge Investments Portfolio holdings

AUM $1.65B
1-Year Est. Return 35.21%
This Quarter Est. Return
1 Year Est. Return
+35.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.2M
3
+$7.98M
4
AAPL icon
Apple
AAPL
+$7.73M
5
EXLS icon
EXL Service
EXLS
+$4.31M

Top Sells

1
+$8.51M
2
+$4.62M
3
+$3.93M
4
ATKR icon
Atkore
ATKR
+$3.62M
5
ALRM icon
Alarm.com
ALRM
+$3.58M

Sector Composition

1 Technology 42.17%
2 Healthcare 14.86%
3 Communication Services 11.23%
4 Consumer Discretionary 9.36%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$204K 0.02%
+986
152
$203K 0.02%
+1,725
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