RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$19M
3
+$6.71M
4
CVX icon
Chevron
CVX
+$2.72M
5
WBA
Walgreens Boots Alliance
WBA
+$2.67M

Top Sells

1
+$35M
2
+$25.1M
3
+$20.5M
4
AXP icon
American Express
AXP
+$12.4M
5
EQT icon
EQT Corp
EQT
+$12.1M

Sector Composition

1 Technology 51.33%
2 Healthcare 13.35%
3 Financials 10.16%
4 Industrials 8.82%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 0.52%
154,400
-33,800
27
$2.46M 0.48%
+54,420
28
$2.22M 0.44%
20,100
-4,750
29
$2.16M 0.42%
192,822
+6,448
30
$2.06M 0.41%
26,053
-4,500
31
$2.02M 0.4%
77,500
-19,500
32
$2M 0.39%
38,750
-15,750
33
$2M 0.39%
308,858
-53,792
34
$1.6M 0.31%
125,000
+2,500
35
$1.58M 0.31%
66,528
+9,504
36
$1.48M 0.29%
33,000
-4,000
37
$1.43M 0.28%
+85,000
38
$1.31M 0.26%
111,250
+18,000
39
$1.26M 0.25%
+52,000
40
$1.21M 0.24%
28,390
+11,000
41
$1.19M 0.23%
52,500
-8,500
42
$1.18M 0.23%
47,000
43
$1.18M 0.23%
23,000
44
$1.17M 0.23%
42,000
-31,000
45
$1.14M 0.22%
420,000
-310,000
46
$1.11M 0.22%
49,000
47
$1.1M 0.22%
28,000
-5,000
48
$1.1M 0.22%
38,000
-2,000
49
$1.09M 0.21%
+10,000
50
$1.02M 0.2%
48,037
-20,108
1
2
3