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
$1.07B
AUM Growth
-$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$8.91M
3
+$8.23M
4
DIOD icon
Diodes
DIOD
+$7.83M
5
ALTR
Altair Engineering Inc
ALTR
+$7.49M

Top Sells

1
+$10.5M
2
+$8.33M
3
+$7.84M
4
COR
Coresite Realty Corporation
COR
+$6.22M
5
CUB
Cubic Corporation
CUB
+$6.18M

Sector Composition

1 Technology 33.2%
2 Healthcare 21.56%
3 Consumer Discretionary 12.33%
4 Industrials 9.19%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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182
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-14,968
183
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184
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-5,781
185
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186
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-49,652
187
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-99,695
4 5 6 7
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