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
$3.02B
AUM Growth
+$718M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$59.5M
2 +$46.6M
3 +$42.3M
4
MTZ icon
MasTec
MTZ
+$40M
5
CRUS icon
Cirrus Logic
CRUS
+$39.4M

Top Sells

1 +$166M
2 +$57.8M
3 +$42M
4
IPHI
INPHI CORPORATION
IPHI
+$40.7M
5
APG icon
APi Group
APG
+$39.6M

Sector Composition

1 Technology 27.77%
2 Healthcare 23.88%
3 Industrials 16.19%
4 Consumer Discretionary 12.84%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$127M 4.19%
1,703,395
+165,464
2
$88.4M 2.93%
958,631
+21,221
3
$85.9M 2.84%
5,766,891
+88,524
4
$79.6M 2.64%
839,985
+173,209
5
$60.1M 1.99%
3,581,319
+411,270
6
$59.5M 1.97%
+1,803,627
7
$57.4M 1.9%
576,839
-225,102
8
$57.1M 1.89%
1,488,055
+390,957
9
$56.7M 1.88%
861,595
+371,124
10
$56.1M 1.86%
1,464,904
+422,933
11
$54.6M 1.81%
1,210,486
-675,155
12
$54.4M 1.8%
700,613
+305,637
13
$52.2M 1.73%
2,288,751
+783,792
14
$52.1M 1.72%
284,240
-8,110
15
$50.9M 1.68%
2,204,140
+319,996
16
$48.3M 1.6%
1,760,916
+35,962
17
$47.3M 1.56%
236,168
-78,987
18
$46.6M 1.54%
+1,334,238
19
$45M 1.49%
211,164
-11,584
20
$43.6M 1.44%
174,320
-137,720
21
$42.8M 1.42%
674,495
+63,078
22
$42.6M 1.41%
1,026,892
+406,165
23
$42.5M 1.41%
380,133
+136,673
24
$42.5M 1.41%
1,394,429
+28,838
25
$42.3M 1.4%
+706,005