HRCM

Hood River Capital Management Portfolio holdings

AUM $8.47B
1-Year Est. Return 95.52%
This Quarter Est. Return
1 Year Est. Return
+95.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.77B
AUM Growth
+$579M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$155M
2 +$76.5M
3 +$72M
4
CWH icon
Camping World
CWH
+$62.1M
5
VSH icon
Vishay Intertechnology
VSH
+$53.9M

Top Sells

1 +$74.8M
2 +$66.7M
3 +$66.5M
4
MTSI icon
MACOM Technology Solutions
MTSI
+$65.6M
5
KEX icon
Kirby Corp
KEX
+$63.3M

Sector Composition

1 Technology 29.06%
2 Healthcare 22.73%
3 Industrials 22.19%
4 Consumer Discretionary 8.49%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$50.3M 0.74%
228,742
+77,238
52
$50.3M 0.74%
1,352,583
-140,628
53
$49.8M 0.73%
3,129,149
-771,688
54
$49.4M 0.73%
905,174
-549,982
55
$48.5M 0.72%
355,058
+91,848
56
$48.3M 0.71%
+4,599,072
57
$47.9M 0.71%
26,621,140
-1,801,214
58
$47.2M 0.7%
556,249
-249,732
59
$46.5M 0.69%
989,248
-1,548
60
$46M 0.68%
+1,278,047
61
$44.1M 0.65%
+779,300
62
$43.8M 0.65%
1,591,959
-1,668,551
63
$43.8M 0.65%
1,455,323
-175,026
64
$43.5M 0.64%
851,400
+16,488
65
$43.5M 0.64%
5,026,233
+295,485
66
$43M 0.64%
1,603,857
+101,016
67
$42.8M 0.63%
5,891,840
+1,452,567
68
$42.7M 0.63%
2,738,468
+756,394
69
$42.3M 0.62%
+735,608
70
$42.2M 0.62%
+1,138,597
71
$41.4M 0.61%
+641,345
72
$40.4M 0.6%
304,309
+112,481
73
$39.4M 0.58%
+127,839
74
$38.3M 0.56%
294,449
-504,894
75
$36M 0.53%
643,691
+29,093