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
$1.75B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$98.4M
2
+$58M
3
+$13.2M
4
OMC icon
Omnicom Group
OMC
+$8.18M
5
JPM icon
JPMorgan Chase
JPM
+$4.89M

Top Sells

1
+$68.8M
2
+$16.3M
3
+$15.5M
4
BAC icon
Bank of America
BAC
+$12.2M
5
WFC icon
Wells Fargo
WFC
+$6.9M

Sector Composition

1 Communication Services 25.97%
2 Financials 19.76%
3 Consumer Discretionary 17.47%
4 Industrials 13.71%
5 Technology 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 0.69%
76,510
+12,433
27
$11.7M 0.67%
44,962
-9,970
28
$11.7M 0.66%
447,847
-628,030
29
$11.6M 0.66%
566,482
+157,590
30
$11.2M 0.64%
380,470
-87,891
31
$11.1M 0.64%
221,176
+22,760
32
$10.9M 0.62%
101,820
-10,280
33
$10.4M 0.59%
2,012,742
-337,484
34
$10.2M 0.58%
200,675
-38,340
35
$10.1M 0.58%
84,208
-12,168
36
$10.1M 0.58%
83,404
-5,928
37
$10M 0.57%
98,434
-14,960
38
$9.54M 0.54%
27,230
+8,589
39
$9.51M 0.54%
176,811
+4,286
40
$9.25M 0.53%
251,979
-12,990
41
$9.12M 0.52%
486,684
-21,148
42
$8.96M 0.51%
125,154
+33,538
43
$8.8M 0.5%
141,200
+131,230
44
$8.67M 0.5%
59,362
-468
45
$8.62M 0.49%
171,616
-18,452
46
$8.61M 0.49%
253,285
-23,515
47
$8.56M 0.49%
372,049
-34,392
48
$8.33M 0.48%
230,582
-45,768
49
$8.22M 0.47%
183,660
-18,986
50
$8.17M 0.47%
368,429
-57,990
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