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
176
– –
-344,551
177
– –
-242,277
178
– –
-458,533
179
– –
-278,027
180
– –
-224,229
4 5 6 7
8