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
$315M
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.46M
3
+$4.39M
4
VTRS icon
Viatris
VTRS
+$3.56M
5
NBIS
Nebius Group N.V.
NBIS
+$3.53M

Top Sells

1
+$4.22M
2
+$3.71M
3
+$2.45M
4
JOY
Joy Global Inc
JOY
+$2.43M
5
TWTR
Twitter, Inc.
TWTR
+$2.31M

Sector Composition

1 Financials 25.84%
2 Technology 12.98%
3 Energy 10.9%
4 Communication Services 9.65%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.75M 0.87%
32,400
+2,700
52
$2.71M 0.86%
+166,500
53
$2.67M 0.85%
+51,499
54
$2.63M 0.84%
69,000
-15,950
55
$2.63M 0.83%
+30,400
56
$2.62M 0.83%
102,500
+16,782
57
$2.59M 0.82%
20,200
+412
58
$2.54M 0.81%
103,850
+18,300
59
$2.53M 0.81%
46,499
-3,440
60
$2.47M 0.78%
71,661
+1,704
61
$2.45M 0.78%
142,949
+16,409
62
$2.41M 0.77%
22,809
+2,250
63
$2.41M 0.77%
27,150
+4,400
64
$2.37M 0.75%
45,050
+28,350
65
$2.36M 0.75%
39,700
+4,370
66
$2.34M 0.74%
57,019
+28,899
67
$2.31M 0.74%
19,590
-4,925
68
$2.13M 0.68%
314,490
-38,775
69
$2.12M 0.67%
147,860
-51,700
70
$2.1M 0.67%
+30,190
71
$2.1M 0.67%
11,520
+1,485
72
$2.04M 0.65%
+139,100
73
$1.98M 0.63%
78,660
-52,880
74
$1.9M 0.6%
+179,840
75
$1.88M 0.6%
52,900
+5,800
1 2
3
4 5