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RGI
River Global Investors Portfolio holdings
AUM
$515M
1-Year Est. Return
24.86%
This Fund
S&P 500
This Quarter
Est. Return
+3.75%
1 Year Est. Return
+24.86%
3 Year Est. Return
+49.68%
5 Year Est. Return
+134.95%
10 Year Est. Return
–
AUM
$618M
AUM Growth
–
Cap. Flow
+$618M
Cap. Flow
% of AUM
100.08%
Top 10 Holdings %
Top 10 Hldgs %
48.69%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$37.2M |
| 2 |
VAR
Varian Medical Systems, Inc.
VAR
|
+$34.7M |
| 3 |
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
|
+$30.7M |
| 4 |
Pfizer
PFE
|
+$29.1M |
| 5 |
Qualcomm
QCOM
|
+$28.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.6% |
| 2 | Technology | 13.91% |
| 3 | Industrials | 11.96% |
| 4 | Communication Services | 10.28% |
| 5 | Consumer Discretionary | 9.13% |
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River Global Investors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for River Global Investors, which disclosed 74 positions worth $618M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Alphabet (Google) Class C: 1,759,009 shares worth $38.5M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Technology and Industrials.
- River Global Investors's largest Q2 2013 buy was Alphabet (Google) Class C: 1,759,009 shares worth $38.5M.
- River Global Investors's ten largest holdings make up 49% of its $618M portfolio in Q2 2013.
- River Global Investors disclosed 74 positions in Q2 2013, its first 13F filing on record.
Based on River Global Investors's 13F filing for Q2 2013, filed 26 Jul 2013.