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
$538M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$14.4M
3
+$12.1M
4
IBM icon
IBM
IBM
+$11M
5
MCK icon
McKesson
MCK
+$7.01M

Top Sells

1
+$4.57M
2
+$3.62M
3
+$3.53M
4
ETP
Energy Transfer Partners L.p.
ETP
+$3.42M
5
POT
Potash Corp Of Saskatchewan
POT
+$3.17M

Sector Composition

1 Financials 29.89%
2 Technology 13.17%
3 Communication Services 13.07%
4 Energy 7.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 1%
43,220
+6,800
27
$5.36M 1%
115,220
-10,400
28
$5.31M 0.99%
98,960
-3,341
29
$5.27M 0.98%
63,290
+15,950
30
$5.18M 0.96%
227,100
+22,850
31
$5.03M 0.93%
102,550
-13,050
32
$5M 0.93%
156,731
-70,723
33
$4.91M 0.91%
289,890
-9,890
34
$4.8M 0.89%
49,096
+37,740
35
$4.71M 0.87%
86,333
+733
36
$4.7M 0.87%
578,596
-42,154
37
$4.7M 0.87%
396,400
+113,040
38
$4.69M 0.87%
390,500
+34,700
39
$4.55M 0.85%
483,132
-18,049
40
$4.42M 0.82%
78,504
+18,780
41
$4.4M 0.82%
98,090
+2,890
42
$4.23M 0.79%
107,788
-15,011
43
$4.2M 0.78%
159,970
-5,030
44
$4.09M 0.76%
1,132,617
+147,797
45
$4.07M 0.76%
293,281
+91,141
46
$4.07M 0.76%
129,900
+14,500
47
$4.04M 0.75%
163,567
+20,067
48
$3.73M 0.69%
1,996
-379
49
$3.43M 0.64%
115,000
-83,790
50
$3.32M 0.62%
39,414
-1,786
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