HRCM

Hood River Capital Management Portfolio holdings

AUM $7.16B
1-Year Est. Return 73.55%
This Quarter Est. Return
1 Year Est. Return
+73.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.83B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$55.5M
3
+$47.8M
4
FLR icon
Fluor
FLR
+$47.6M
5
CWAN icon
Clearwater Analytics
CWAN
+$43.3M

Top Sells

1
+$80.1M
2
+$68.2M
3
+$66.9M
4
ATKR icon
Atkore
ATKR
+$63.9M
5
ONTO icon
Onto Innovation
ONTO
+$63.6M

Sector Composition

1 Industrials 30.13%
2 Technology 29.24%
3 Healthcare 19.69%
4 Consumer Discretionary 7.62%
5 Financials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$58.1M 1.2%
267,371
+13,386
27
$57.1M 1.18%
9,596,231
+771,699
28
$54.2M 1.12%
502,820
+32,694
29
$54M 1.12%
2,696,640
+139,853
30
$53.6M 1.11%
713,146
+98,440
31
$53.4M 1.11%
761,001
+38,152
32
$50.3M 1.04%
25,263,766
+2,138,603
33
$49.5M 1.03%
1,643,028
+490,806
34
$49.3M 1.02%
874,174
+138,680
35
$49M 1.02%
3,896,784
+965,625
36
$47.9M 0.99%
1,729,029
+753,208
37
$47.6M 0.99%
+1,092,064
38
$44.2M 0.92%
549,066
+28,316
39
$43.6M 0.9%
316,788
+30,464
40
$43.3M 0.9%
+2,336,913
41
$43M 0.89%
1,712,228
+65,321
42
$42.8M 0.89%
1,635,582
-156,326
43
$42.8M 0.89%
1,075,824
+72,196
44
$42.7M 0.89%
1,108,227
+150,933
45
$41.8M 0.87%
1,752,519
-1,547,924
46
$40.6M 0.84%
1,735,014
+116,207
47
$40.4M 0.84%
+1,775,243
48
$40M 0.83%
737,637
+40,990
49
$37.9M 0.78%
714,578
+42,650
50
$36.2M 0.75%
+997,560
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