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
101
$9.16M 0.19%
367,887
-5,113
102
$8.95M 0.19%
110,082
+7,627
103
$8.81M 0.18%
+453,239
104
$7.9M 0.16%
215,524
-170,658
105
$7.61M 0.16%
108,832
-1,484
106
$7.51M 0.16%
+93,287
107
$6.94M 0.14%
832,792
+40,745
108
$6.88M 0.14%
50,822
-694
109
$6.05M 0.13%
185,385
+67,727
110
$5.83M 0.12%
835,260
+6,228
111
$5.6M 0.12%
+348,705
112
$5.53M 0.11%
321,924
-4,419
113
$5.24M 0.11%
+71,689
114
$4.86M 0.1%
+164,798
115
$4.64M 0.1%
+55,504
116
$4.62M 0.1%
35,805
-51,411
117
$4.61M 0.1%
35,276
-475
118
$4.24M 0.09%
+146,726
119
$4.17M 0.09%
+23,405
120
$4.06M 0.08%
+192,892
121
$3.97M 0.08%
+19,226
122
$3.86M 0.08%
+49,512
123
$3.8M 0.08%
51,737
-724
124
$3.8M 0.08%
+54,967
125
$3.3M 0.07%
30,433
-411
3 4
5
6 7