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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
176
$231K 0.01%
+3,371
177
$229K 0.01%
+483
178
$215K 0.01%
274
-8,033
179
$211K 0.01%
+2,023
180
– –
-40,620
181
– –
-18,346
182
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-5,348
183
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-133,425
184
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-4,642
185
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-3,299
186
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-1,418
187
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-2,403
188
– –
-13,808
189
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-1,960
190
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-5,054
191
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-1,806
192
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-202
193
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-73,042
194
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-98,424
195
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-9,205
196
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-1,610
197
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-1,908
4 5 6 7
8