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
76
$35.7M 0.53%
1,213,862
+510,467
77
$35.2M 0.52%
649,590
+2,928
78
$34.6M 0.51%
327,296
-598,240
79
$34M 0.5%
1,099,725
+352,648
80
$33.1M 0.49%
1,755,733
+1,110,159
81
$32.9M 0.49%
+401,442
82
$32.8M 0.48%
963,049
-54,993
83
$32.8M 0.48%
+390,832
84
$32.8M 0.48%
569,667
+1,079
85
$30.7M 0.45%
729,536
+11,711
86
$30.4M 0.45%
1,236,146
-195,794
87
$30.4M 0.45%
+418,220
88
$29.3M 0.43%
783,672
-119,216
89
$29M 0.43%
+661,430
90
$28.9M 0.43%
+1,186,750
91
$28.4M 0.42%
1,145,618
+2,051
92
$23.4M 0.34%
986,947
+59,231
93
$20.2M 0.3%
453,907
+44,248
94
$20M 0.29%
1,108,137
-885,680
95
$19M 0.28%
171,765
+30,879
96
$18.4M 0.27%
+646,112
97
$18.3M 0.27%
201,806
+105,316
98
$18.2M 0.27%
+277,015
99
$17.1M 0.25%
743,705
-599,616
100
$16.7M 0.25%
214,290
+13,710
2 3
4
5 6