TCM
Tygh Capital Management Portfolio holdings
AUM
$782M
This Quarter Return
+10.45%
1 Year Return
+39.44%
3 Year Return
+251.65%
5 Year Return
+418.54%
10 Year Return
–
AUM
$606M
AUM Growth
+$606M
(+7.5%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
25.82%
Holding
90
New
13
Increased
20
Reduced
42
Closed
15
Top Buys
| 1 |
Onto Innovation
ONTO
|
$9.5M |
| 2 |
Applied Industrial Technologies
AIT
|
$9.34M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$9.16M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$8.16M |
| 5 |
Kadant
KAI
|
$6.55M |
Top Sells
| 1 |
Emergent Biosolutions
EBS
|
$9.78M |
| 2 |
GWR
Genesee & Wyoming Inc.
GWR
|
$8.04M |
| 3 |
Tyler Technologies
TYL
|
$7.62M |
| 4 |
Orthofix Medical
OFIX
|
$7.43M |
| 5 |
Alamo Group
ALG
|
$7.02M |
Sector Composition
| 1 | Industrials | 27.34% |
| 2 | Technology | 24.61% |
| 3 | Healthcare | 16.43% |
| 4 | Consumer Discretionary | 14.64% |
| 5 | Financials | 5.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Applied Industrial Technologies
AIT
$9.87B
| $9.34M | 1.54% |
+140,063
| New | +$9.34M |
|
27
Viavi Solutions
VIAV
$2.57B
| $9.29M | 1.53% |
619,140
-4,073
| -0.7% | -$61.1K |
|
|
28
SPDR S&P Biotech ETF
XBI
$5.29B
| $9.16M | 1.51% |
+96,322
| New | +$9.16M |
|
29
Tower Semiconductor
TSEM
$6.96B
| $9.06M | 1.5% |
376,390
+154,766
| +70% | +$3.72M |
|
30
Teladoc Health
TDOC
$1.37B
| $8.78M | 1.45% |
104,857
-1,585
| -1% | -$133K |
|
|
HEES
31
DELISTED
H&E Equipment Services
HEES
| $8.44M | 1.39% |
252,373
-178,368
| -41% | -$5.96M |
|
32
Omnicell
OMCL
$1.51B
| $8.25M | 1.36% |
100,976
-20,901
| -17% | -$1.71M |
|
33
Sterling Infrastructure
STRL
$8.33B
| $8.21M | 1.36% |
583,257
+63,431
| +12% | +$893K |
|
|
CONE
34
DELISTED
CyrusOne Inc Common Stock
CONE
| $8.16M | 1.35% |
+124,647
| New | +$8.16M |
|
35
HealthEquity
HQY
$8.26B
| $7.88M | 1.3% |
106,373
+47,938
| +82% | +$3.55M |
|
36
OneSpaWorld
OSW
$2.3B
| $7.78M | 1.29% |
462,232
-3,042
| -0.7% | -$51.2K |
|
37
WNS Holdings
WNS
$3.24B
| $7.76M | 1.28% |
117,361
-773
| -0.7% | -$51.1K |
|
38
United Parks & Resorts
PRKS
$2.97B
| $7.74M | 1.28% |
244,221
-1,605
| -0.7% | -$50.9K |
|
39
Maximus
MMS
$4.99B
| $7.08M | 1.17% |
95,141
+14,873
| +19% | +$1.11M |
|
40
Insperity
NSP
$2.08B
| $6.94M | 1.15% |
80,709
+23,319
| +41% | +$2.01M |
|
41
Strategic Education
STRA
$1.98B
| $6.63M | 1.1% |
41,729
+11,475
| +38% | +$1.82M |
|
|
42
Kadant
KAI
$3.77B
| $6.55M | 1.08% |
+62,161
| New | +$6.55M |
|
43
Lattice Semiconductor
LSCC
$9.16B
| $6.55M | 1.08% |
342,116
-2,164
| -0.6% | -$41.4K |
|
44
Columbia Sportswear
COLM
$3.1B
| $6.53M | 1.08% |
+65,170
| New | +$6.53M |
|
|
45
Emergent Biosolutions
EBS
$418M
| $6.32M | 1.04% |
117,162
-181,326
| -61% | -$9.78M |
|
46
EXL Service
EXLS
$7.05B
| $6.08M | 1% |
+87,552
| New | +$6.08M |
|
|
RP
47
DELISTED
RealPage, Inc.
RP
| $5.9M | 0.97% |
109,826
-41,158
| -27% | -$2.21M |
|
48
Casella Waste Systems
CWST
$6.07B
| $5.9M | 0.97% |
128,210
-76,909
| -37% | -$3.54M |
|
49
Ligand Pharmaceuticals
LGND
$3.25B
| $5.81M | 0.96% |
55,672
+22,924
| +70% | +$2.39M |
|
50
Mercury Systems
MRCY
$4.04B
| $5.72M | 0.94% |
82,718
+18,600
| +29% | +$1.29M |
|