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
$1.75B
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$98.4M
2
+$58M
3
+$13.2M
4
OMC icon
Omnicom Group
OMC
+$8.18M
5
JPM icon
JPMorgan Chase
JPM
+$4.89M

Top Sells

1
+$68.8M
2
+$16.3M
3
+$15.5M
4
BAC icon
Bank of America
BAC
+$12.2M
5
WFC icon
Wells Fargo
WFC
+$6.9M

Sector Composition

1 Communication Services 25.97%
2 Financials 19.76%
3 Consumer Discretionary 17.47%
4 Industrials 13.71%
5 Technology 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.96M 0.45%
115,446
-20,870
52
$7.91M 0.45%
455,235
-58,332
53
$7.9M 0.45%
105,071
-59,325
54
$7.86M 0.45%
233,032
+6,768
55
$7.71M 0.44%
487,652
-27,163
56
$7.68M 0.44%
4,588
-1,065
57
$7.64M 0.44%
50,190
-5,690
58
$7.5M 0.43%
23,822
-5,570
59
$7.47M 0.43%
200,662
-34,759
60
$7.25M 0.41%
115,560
-32,720
61
$7.18M 0.41%
164,862
-48,014
62
$6.98M 0.4%
167,737
-31,496
63
$6.87M 0.39%
125,340
-12,289
64
$6.53M 0.37%
475,646
+28,766
65
$6.47M 0.37%
295,050
+104,000
66
$6.38M 0.36%
271,193
-31,412
67
$6.32M 0.36%
135,570
-19,730
68
$6.29M 0.36%
23,090
-3,890
69
$6.25M 0.36%
54,910
-8,890
70
$6.18M 0.35%
33,948
-3,779
71
$6.13M 0.35%
1,951,748
-588,255
72
$6.03M 0.34%
198,923
-402,993
73
$6.02M 0.34%
258,670
+45,550
74
$5.79M 0.33%
67,813
-9,380
75
$5.77M 0.33%
166,475
-30,490
1 2
3
4 5