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
$1.43B
AUM Growth
+$675K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$13.1M
3
+$9.88M
4
UNH icon
UnitedHealth
UNH
+$6.91M
5
TCOM icon
Trip.com Group
TCOM
+$6.6M

Top Sells

1
+$12.7M
2
+$8.16M
3
+$7.65M
4
MRO
Marathon Oil Corporation
MRO
+$7.28M
5
VECO icon
Veeco
VECO
+$6.61M

Sector Composition

1 Financials 23.97%
2 Communication Services 20.83%
3 Technology 12.02%
4 Consumer Discretionary 9.95%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 0.86%
491,255
+4,000
27
$12.3M 0.86%
256,403
+66,800
28
$12M 0.84%
542,012
+121,431
29
$11.9M 0.83%
367,140
-6,000
30
$11.7M 0.82%
284,002
+1,054
31
$11.4M 0.8%
6,092
+3,413
32
$11.2M 0.78%
205,639
+3,050
33
$11.1M 0.77%
224,160
+1,600
34
$11M 0.77%
199,510
-5,000
35
$11M 0.77%
288,872
+3,500
36
$10.8M 0.76%
213,007
+14,330
37
$10.8M 0.75%
62,500
+9,000
38
$10.7M 0.75%
87,005
+900
39
$10.7M 0.75%
116,530
+46,600
40
$10.4M 0.72%
42,512
+28,320
41
$10.2M 0.71%
335,611
+34,830
42
$10.1M 0.71%
290,562
-25,640
43
$10M 0.7%
2,357,733
+6,810
44
$9.65M 0.67%
86,640
-22,610
45
$9.44M 0.66%
131,752
+1,300
46
$9.43M 0.66%
204,946
-53,100
47
$9.18M 0.64%
70,330
-19,010
48
$8.93M 0.62%
231,414
+7,600
49
$8.81M 0.62%
309,006
+63,989
50
$8.72M 0.61%
351,715
+74,030
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