RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.87%
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$30.7M
3
+$8.83M
4
CBRE icon
CBRE Group
CBRE
+$7.1M
5
BA icon
Boeing
BA
+$6.38M

Top Sells

1
+$30.2M
2
+$16.8M
3
+$11.7M
4
META icon
Meta Platforms (Facebook)
META
+$10.6M
5
UNH icon
UnitedHealth
UNH
+$8.19M

Sector Composition

1 Communication Services 25.09%
2 Financials 21.75%
3 Consumer Discretionary 16.74%
4 Technology 10.59%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.36M 0.68%
66,627
-27,637
27
$9.22M 0.67%
123,744
-11,093
28
$9.13M 0.67%
362,014
+1,564
29
$9.13M 0.67%
182,537
-44,176
30
$8.98M 0.66%
288,864
-26,675
31
$8.86M 0.65%
147,201
-90,365
32
$8.84M 0.65%
406,089
-42,285
33
$8.81M 0.64%
171,106
-14,266
34
$8.76M 0.64%
8,894
-865
35
$8.42M 0.62%
523,412
-60,754
36
$8.41M 0.61%
151,846
-9,360
37
$8.39M 0.61%
545,035
-24,850
38
$8.22M 0.6%
148,790
-33,308
39
$8.22M 0.6%
58,652
-8,482
40
$7.78M 0.57%
230,540
+80,335
41
$7.61M 0.56%
272,891
+40,612
42
$7.53M 0.55%
2,680,903
+424,519
43
$7.34M 0.54%
124,950
-12,691
44
$7.27M 0.53%
311,801
+30,249
45
$7.23M 0.53%
535,627
-33,563
46
$7.11M 0.52%
74,722
+12,844
47
$7.1M 0.52%
+156,950
48
$7.04M 0.51%
157,510
+47,710
49
$6.96M 0.51%
2,420,646
-171,336
50
$6.83M 0.5%
210,156
-15,100
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