We are live on ! Find out more
RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
+5.38%
1 Year Est. Return
+24.86%
3 Year Est. Return
+49.68%
5 Year Est. Return
+134.95%
10 Year Est. Return
–
AUM
$892M
AUM Growth
+$218M
Cap. Flow
+$187M
Cap. Flow %
20.91%
Top 10 Hldgs %
38.1%
Holding
115
New
9
Increased
84
Reduced
9
Closed
2

Top Buys

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$23.3M
2
BABA icon
Alibaba
BABA
+$13.3M
3
MELI icon
Mercado Libre
MELI
+$7.73M
4
VECO icon
Veeco
VECO
+$5.02M
5
CX icon
Cemex
CX
+$5M

Top Sells

Rank Stock Value
1
RIG icon
Transocean
RIG
+$5.9M
2
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$3.84M
3
RACE icon
Ferrari
RACE
+$2.26M
4
NVCR icon
NovoCure
NVCR
+$1.78M
5
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$1.75M

Sector Composition

Rank Sector Weight
1 Financials 26.74%
2 Communication Services 18.29%
3 Technology 11.4%
4 Consumer Discretionary 8.87%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.08T
$8.66M 0.97%
164,420
+49,200
+43% +$2.54M
ZION icon
27
Zions Bancorporation
ZION
$10.1B
$8.37M 0.94%
164,544
+30,600
+23% +$1.47M
CX icon
28
Cemex
CX
$17.2B
$8.36M 0.94%
1,115,942
+632,810
+131% +$5M
VNET
29
VNET Group
VNET
$2.08B
$8.23M 0.92%
1,030,959
+371,362
+56% +$2.7M
VECO icon
30
Veeco
VECO
$2.95B
$8.06M 0.9%
543,800
+291,440
+115% +$5.02M
VEON icon
31
VEON
VEON
$3.66B
$7.97M 0.89%
82,964
+16,000
+24% +$1.56M
MOS icon
32
The Mosaic Company
MOS
$7.24B
$7.71M 0.86%
300,290
+58,190
+24% +$1.34M
VEA icon
33
Vanguard FTSE Developed Markets ETF
VEA
$230B
$7.5M 0.84%
167,070
– –
VWO icon
34
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$7.36M 0.82%
160,290
– –
APA icon
35
APA Corp
APA
$12.8B
$7.29M 0.82%
172,679
+46,520
+37% +$1.96M
LLY icon
36
Eli Lilly
LLY
$1.03T
$7.25M 0.81%
85,800
+19,300
+29% +$1.64M
NE
37
DELISTED
Noble Corporation
NE
$6.97M 0.78%
1,540,727
+254,110
+20% +$1.05M
UBS icon
38
UBS Group
UBS
$175B
$6.81M 0.76%
369,880
+69,990
+23% +$1.22M
KO icon
39
Coca-Cola
KO
$381B
$6.67M 0.75%
145,130
+42,040
+41% +$1.93M
GRUB
40
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$6.2M 0.69%
43,137
+7,730
+22% +$970K
JD icon
41
JD.com
JD
$43.6B
$6.08M 0.68%
146,789
+48,750
+50% +$1.92M
VTI icon
42
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
$5.93M 0.66%
43,220
– –
NBIS
43
Nebius Group N.V.
NBIS
$47.8B
$5.82M 0.65%
177,821
+38,480
+28% +$1.26M
BKR icon
44
Baker Hughes
BKR
$59.5B
$5.8M 0.65%
183,333
+56,650
+45% +$1.82M
JOYY
45
JOYY Inc
JOYY
$3.68B
$5.62M 0.63%
49,717
+14,060
+39% +$1.41M
JNJ icon
46
Johnson & Johnson
JNJ
$617B
$5.56M 0.62%
39,750
+10,117
+34% +$1.41M
ARCO icon
47
Arcos Dorados Holdings
ARCO
$1.73B
$5.55M 0.62%
552,194
+112,043
+25% +$1.1M
AXP icon
48
American Express
AXP
$228B
$5.45M 0.61%
54,884
+15,470
+39% +$1.47M
B
49
Barrick Mining
B
$63.2B
$5.44M 0.61%
375,000
+135,000
+56% +$1.99M
CSCO icon
50
Cisco
CSCO
$448B
$5.36M 0.6%
139,920
+33,520
+32% +$1.2M
1
2
3 4 5

Similar funds

DWM
Dechtman Wealth Management Centennial, Colorado $517M AUM 21.63% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
DWM
Dorchester Wealth Management Montreal, Quebec, Canada $501M AUM 16.39% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
PPP
Private Portfolio Partners Paramus, New Jersey $544M AUM 16.46% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
PW
Peninsula Wealth San Francisco, California $587M AUM 22.39% 1-Year Est. Return

River Global Investors's Q4 2017 Portfolio in Review

As of Q4 2017, River Global Investors held 115 positions worth $892M, up 32% from $674M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

River Global Investors deployed $187M of net new capital in Q4 2017, opening 9 new positions and adding to 84 existing holdings. Its largest new stake was Yum China: 115,076 shares worth $4.61M.

By sector, the portfolio is most concentrated in Financials at 27% of assets, down from 29% a quarter earlier, followed by Communication Services and Technology.

On the sell side, the largest reduction was Transocean, an estimated $5.9M trimmed.

  • River Global Investors's largest Q4 2017 buy was Yum China: 115,076 shares worth $4.61M.
  • River Global Investors added most to Baidu in Q4 2017, an estimated $23.3M increase.
  • River Global Investors's biggest Q4 2017 reduction was Transocean, cutting an estimated $5.9M.
  • River Global Investors fully exited NovoCure in Q4 2017, selling an estimated $1.78M.
  • River Global Investors's ten largest holdings make up 38% of its $892M portfolio in Q4 2017.
  • River Global Investors opened 9 new positions and closed 2 in Q4 2017.
  • River Global Investors's portfolio value rose 32% quarter-over-quarter to $892M.

Based on River Global Investors's 13F filing for Q4 2017, filed 7 Feb 2018.