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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
$1.55B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$6M
3
+$3.58M
4
MSFT icon
Microsoft
MSFT
+$3.58M
5
VIAV icon
Viavi Solutions
VIAV
+$3.34M

Top Sells

1
+$7.72M
2
+$6.28M
3
+$3.52M
4
HRI icon
Herc Holdings
HRI
+$2.42M
5
BJ icon
BJs Wholesale Club
BJ
+$2.3M

Sector Composition

1 Technology 51.03%
2 Communication Services 14.62%
3 Consumer Discretionary 9.55%
4 Healthcare 7.9%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$479K 0.03%
3,346
+154
152
$442K 0.03%
2,250
+5
153
$438K 0.03%
+4,475
154
$432K 0.03%
+1,338
155
$421K 0.03%
+7,173
156
$400K 0.03%
14,112
+1,516
157
$398K 0.03%
10,145
-9,230
158
$383K 0.02%
10,288
+52
159
$381K 0.02%
2,231
+350
160
$346K 0.02%
1,494
+229
161
$343K 0.02%
+1,153
162
$343K 0.02%
6,547
+14
163
$321K 0.02%
12,211
-153
164
$308K 0.02%
9,835
+3,327
165
$296K 0.02%
2,047
+322
166
$286K 0.02%
19,059
-187
167
$285K 0.02%
+1,053
168
$276K 0.02%
2,677
+419
169
$275K 0.02%
+14,451
170
$274K 0.02%
8,215
171
$268K 0.02%
+5,463
172
$264K 0.02%
3,919
+614
173
$246K 0.02%
1,238
+191
174
$239K 0.02%
+3,598
175
$234K 0.02%
+294
4 5 6
7
8