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
76
$23.6M 0.49%
196,838
+34,947
77
$23.4M 0.48%
+595,959
78
$22.6M 0.47%
+228,492
79
$21.9M 0.45%
2,732,427
+108,189
80
$21.3M 0.44%
3,454,324
-149,380
81
$21.2M 0.44%
+261,857
82
$20.5M 0.43%
+4,613,919
83
$20.3M 0.42%
245,090
+220,090
84
$18.9M 0.39%
+125,174
85
$18.4M 0.38%
+410,342
86
$17.9M 0.37%
366,266
+128,670
87
$17.5M 0.36%
774,015
+62,615
88
$17.3M 0.36%
1,022,489
-524,807
89
$15.5M 0.32%
+537,105
90
$15.4M 0.32%
1,062,456
+74,700
91
$14.8M 0.31%
+784,479
92
$13.7M 0.28%
44,536
-620
93
$13.6M 0.28%
+1,206,171
94
$12.8M 0.27%
368,902
+32,448
95
$12.5M 0.26%
93,082
-96,155
96
$12.4M 0.26%
319,349
+24
97
$11.4M 0.24%
1,375,404
-64,000
98
$11M 0.23%
2,026,873
+114,490
99
$10.4M 0.21%
+453,441
100
$9.55M 0.2%
+188,157
2 3
4
5 6