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
$315M
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.46M
3
+$4.39M
4
VTRS icon
Viatris
VTRS
+$3.56M
5
NBIS
Nebius Group N.V.
NBIS
+$3.53M

Top Sells

1
+$4.22M
2
+$3.71M
3
+$2.45M
4
JOY
Joy Global Inc
JOY
+$2.43M
5
TWTR
Twitter, Inc.
TWTR
+$2.31M

Sector Composition

1 Financials 25.84%
2 Technology 12.98%
3 Energy 10.9%
4 Communication Services 9.65%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 1.2%
121,799
+13,200
27
$3.77M 1.2%
118,800
+1,357
28
$3.77M 1.2%
87,431
+3,723
29
$3.74M 1.19%
344,200
+35,410
30
$3.6M 1.14%
77,392
-1,700
31
$3.56M 1.13%
+93,499
32
$3.55M 1.13%
94,001
+3,990
33
$3.53M 1.12%
+167,600
34
$3.51M 1.12%
113,740
+11,680
35
$3.48M 1.1%
+549,000
36
$3.43M 1.09%
132,800
+8,948
37
$3.33M 1.06%
+127,799
38
$3.3M 1.05%
+242,043
39
$3.25M 1.03%
424,689
+50,130
40
$3.23M 1.03%
+92,565
41
$3.22M 1.02%
203,460
+22,990
42
$3.17M 1.01%
94,800
+4,939
43
$3.17M 1.01%
46,299
+3,985
44
$3.12M 0.99%
159,140
+83,590
45
$3.09M 0.98%
48,300
+4,330
46
$3.04M 0.96%
+112,800
47
$2.87M 0.91%
+21,600
48
$2.86M 0.91%
+121,110
49
$2.79M 0.89%
+58,989
50
$2.76M 0.88%
19,700
+16,385
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