RGI
River Global Investors Portfolio holdings
AUM $515M
1-Year Return
24.87%
This Quarter Return
+3.75%
1 Year Return
+24.87%
3 Year Return
+49.68%
5 Year Return
+134.77%
10 Year Return
–
AUM
$384M
AUM Growth
-$43.3M
(-10%)
Cap. Flow
-$58.3M
Cap. Flow
% of AUM
-15.16%
Top 10 Holdings %
Top 10 Hldgs %
60.71%
Holding
75
New
6
Increased
28
Reduced
24
Closed
14
Top Buys
| 1 |
Pfizer
PFE
|
+$20.7M |
| 2 |
Chevron
CVX
|
+$4.44M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
+$2.23M |
| 4 |
FNSR
Finisar Corp
FNSR
|
+$1.76M |
| 5 |
Jefferies Financial Group
JEF
|
+$1.6M |
Top Sells
| 1 |
eBay
EBAY
|
+$18.9M |
| 2 |
Hartford Financial Services
HIG
|
+$14.7M |
| 3 |
Artisan Partners
APAM
|
+$13M |
| 4 |
TRLA
TRULIA INC (DEL)
TRLA
|
+$6.87M |
| 5 |
EQT Corp
EQT
|
+$6.8M |
Sector Composition
| 1 | Financials | 23.21% |
| 2 | Technology | 21.64% |
| 3 | Healthcare | 11.88% |
| 4 | Communication Services | 8.95% |
| 5 | Industrials | 8.21% |
