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
$398M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$1.56M
3
+$1.49M
4
EL icon
Estee Lauder
EL
+$1.08M
5
YUMC icon
Yum China
YUMC
+$911K

Top Sells

1
+$9.72M
2
+$8.68M
3
+$5.6M
4
IPG
Interpublic Group of Companies
IPG
+$5.42M
5
CAT icon
Caterpillar
CAT
+$4.73M

Sector Composition

1 Technology 17.87%
2 Communication Services 17.59%
3 Consumer Discretionary 17.54%
4 Financials 13.5%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.57%
49,581
-13,112
52
$2.23M 0.56%
49,179
-15,744
53
$2.21M 0.55%
22,060
-254
54
$2.18M 0.55%
59,188
-27,977
55
$2.15M 0.54%
6,220
-2,625
56
$2.15M 0.54%
40,072
+12,896
57
$2.15M 0.54%
16,293
-186
58
$2.13M 0.54%
61,504
-690
59
$2.1M 0.53%
3,789
-1,981
60
$2.08M 0.52%
21,500
-222
61
$2.08M 0.52%
48,668
-30,145
62
$2.06M 0.52%
46,740
-95,534
63
$1.96M 0.49%
12,415
-26,077
64
$1.91M 0.48%
53,287
-35,265
65
$1.89M 0.47%
12,262
+7,032
66
$1.88M 0.47%
39,349
-428
67
$1.86M 0.47%
21,963
+3,409
68
$1.84M 0.46%
52,376
-17,315
69
$1.83M 0.46%
37,009
-4,716
70
$1.82M 0.46%
3,663
-40
71
$1.82M 0.46%
130,176
-1,423
72
$1.81M 0.45%
92,721
-1,033
73
$1.81M 0.45%
26,643
+1,817
74
$1.8M 0.45%
34,138
-18,427
75
$1.76M 0.44%
10,706
-120
1 2
3
4 5