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
$398M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.56M
3
+$1.49M
4
EL icon
Estee Lauder
EL
+$1.08M
5
YUMC icon
Yum China
YUMC
+$911K

Top Sells

1
+$9.72M
2
+$8.68M
3
+$5.6M
4
IPG
Interpublic Group of Companies
IPG
+$5.42M
5
CAT icon
Caterpillar
CAT
+$4.73M

Sector Composition

1 Technology 17.87%
2 Communication Services 17.59%
3 Consumer Discretionary 17.54%
4 Financials 13.5%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.82%
27,733
-1,138
27
$3.1M 0.78%
7,920
-6,863
28
$3.1M 0.78%
85,410
-4,071
29
$3.09M 0.78%
111,457
-29,803
30
$2.93M 0.74%
41,347
-2,494
31
$2.88M 0.72%
22,040
-250
32
$2.84M 0.71%
16,040
-3,643
33
$2.82M 0.71%
13,700
-7,486
34
$2.8M 0.7%
6,678
-23,131
35
$2.72M 0.68%
120,072
-1,364
36
$2.62M 0.66%
59,905
-22,481
37
$2.62M 0.66%
40,098
-464
38
$2.53M 0.64%
32,888
-5,161
39
$2.52M 0.63%
41,250
-21,332
40
$2.46M 0.62%
47,659
-25,630
41
$2.44M 0.61%
67,174
-24,321
42
$2.42M 0.61%
17,650
-203
43
$2.42M 0.61%
33,495
-25,465
44
$2.38M 0.6%
41,061
-37,272
45
$2.38M 0.6%
3,404
-3,459
46
$2.37M 0.6%
7,884
-87
47
$2.37M 0.6%
105,861
-1,204
48
$2.34M 0.59%
13,832
-157
49
$2.33M 0.58%
15,683
-7,613
50
$2.29M 0.58%
10,038
-8,826
1
2
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