RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.87%
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$30.7M
3
+$8.83M
4
CBRE icon
CBRE Group
CBRE
+$7.1M
5
BA icon
Boeing
BA
+$6.38M

Top Sells

1
+$30.2M
2
+$16.8M
3
+$11.7M
4
META icon
Meta Platforms (Facebook)
META
+$10.6M
5
UNH icon
UnitedHealth
UNH
+$8.19M

Sector Composition

1 Communication Services 25.09%
2 Financials 21.75%
3 Consumer Discretionary 16.74%
4 Technology 10.59%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.82M 0.5%
52,343
-2,892
52
$6.62M 0.48%
207,765
-25,019
53
$6.62M 0.48%
145,535
-19,029
54
$6.38M 0.47%
+34,820
55
$6.35M 0.46%
366,162
-66,326
56
$6.26M 0.46%
140,229
-15,585
57
$6.21M 0.45%
182,451
-8,285
58
$6.18M 0.45%
238,634
-28,101
59
$6.17M 0.45%
28,760
+17,230
60
$6.16M 0.45%
94,876
-11,842
61
$6.14M 0.45%
197,495
+97,480
62
$6.12M 0.45%
+99,336
63
$6.1M 0.45%
538,275
+93,015
64
$6.03M 0.44%
177,285
-11,897
65
$5.88M 0.43%
125,988
-10,190
66
$5.88M 0.43%
208,216
+14,997
67
$5.79M 0.42%
63,490
-7,174
68
$5.76M 0.42%
78,593
-19,295
69
$5.72M 0.42%
467,470
-22,931
70
$5.65M 0.41%
+165,540
71
$5.61M 0.41%
19,041
-27,784
72
$5.6M 0.41%
34,153
-4,391
73
$5.59M 0.41%
585,952
-56,383
74
$5.55M 0.41%
233,699
+39,462
75
$5.54M 0.4%
353,536
-16,070
1 2
3
4 5