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
$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 29.51%
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
1
$298M 4.4%
2,069,824
+153,909
2
$213M 3.15%
3,450,042
+59,743
3
$208M 3.08%
1,531,104
+51,531
4
$175M 2.59%
3,374,507
+100,311
5
$155M 2.29%
+10,252,861
6
$153M 2.26%
257,772
-4,575
7
$116M 1.71%
15,147,422
+1,464,854
8
$111M 1.63%
1,436,855
+257,383
9
$110M 1.62%
940,000
+127,332
10
$105M 1.56%
1,525,628
+53,073
11
$105M 1.55%
798,543
+28,428
12
$104M 1.54%
1,249,742
+44,156
13
$102M 1.51%
1,048,390
+242,723
14
$99.2M 1.46%
1,046,785
-281,753
15
$98.4M 1.45%
232,053
-156,789
16
$96.3M 1.42%
1,952,254
+719,583
17
$94.1M 1.39%
2,116,882
+231,998
18
$93.8M 1.38%
931,939
-513,437
19
$92.9M 1.37%
1,068,756
+879,931
20
$92.4M 1.36%
1,322,879
+39,881
21
$92.1M 1.36%
906,534
+37,431
22
$90.5M 1.34%
421,960
+89,632
23
$89.3M 1.32%
2,923,731
+93,131
24
$86.5M 1.28%
787,934
+21,941
25
$84.3M 1.24%
252,975
+1,050
1
2 3 4 5