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
$528M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.6M
3
+$5.6M
4
IPG
Interpublic Group of Companies
IPG
+$5.42M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.27M

Top Sells

1
+$3.52M
2
+$2.87M
3
+$2.8M
4
BKR icon
Baker Hughes
BKR
+$2.37M
5
FISV
Fiserv Inc
FISV
+$2.3M

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 14.8%
3 Communication Services 14%
4 Financials 12.67%
5 Healthcare 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.62%
89,481
-585
52
$3.22M 0.61%
87,165
-5,401
53
$3.21M 0.61%
21,656
-11,706
54
$3.11M 0.59%
8,845
-3,245
55
$3.1M 0.59%
+10,000
56
$3.08M 0.58%
88,552
-7,876
57
$3.05M 0.58%
78,813
+12,699
58
$3.04M 0.58%
82,386
-43,372
59
$3.03M 0.57%
91,495
-5,051
60
$3.02M 0.57%
121,436
-1,758
61
$2.8M 0.53%
19,683
+2,111
62
$2.68M 0.51%
+35,000
63
$2.66M 0.5%
5,770
-1,632
64
$2.64M 0.5%
43,841
-240
65
$2.46M 0.47%
28,871
-300
66
$2.45M 0.46%
6,871
-983
67
$2.4M 0.45%
22,735
-2,558
68
$2.34M 0.44%
38,049
-15,154
69
$2.34M 0.44%
40,562
-361
70
$2.33M 0.44%
64,923
+2,178
71
$2.31M 0.44%
22,290
+3,476
72
$2.3M 0.44%
62,194
-4,011
73
$2.29M 0.43%
52,565
-4,136
74
$2.29M 0.43%
17,853
+6,391
75
$2.23M 0.42%
205,430
-15,600
1 2
3
4 5