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
51
$35.5M 0.74%
955,579
+120,356
52
$35.5M 0.74%
+914,003
53
$34.9M 0.72%
555,941
-1,085,719
54
$34.1M 0.71%
1,811,841
+553,881
55
$33.6M 0.7%
243,897
+15,899
56
$33.4M 0.69%
+487,518
57
$31.2M 0.65%
215,016
-11,872
58
$30.9M 0.64%
1,617,452
-589,585
59
$29.8M 0.62%
1,629,893
+118,372
60
$29.2M 0.61%
988,135
+208,303
61
$29.1M 0.6%
+470,282
62
$29M 0.6%
4,753,842
+591,611
63
$28.6M 0.59%
823,656
-23,188
64
$28M 0.58%
1,572,929
+98,892
65
$26.9M 0.56%
+129,003
66
$26.7M 0.55%
187,537
+174,537
67
$26.3M 0.55%
549,063
+266,462
68
$26.3M 0.54%
476,021
+66,021
69
$26.3M 0.54%
1,190,184
+70,253
70
$25.5M 0.53%
2,957,163
+618,625
71
$24.4M 0.51%
+1,752,624
72
$24.3M 0.5%
3,106,690
+185,854
73
$24.2M 0.5%
+1,200,811
74
$23.9M 0.5%
+497,120
75
$23.7M 0.49%
240,954
+11,792
1 2
3
4 5