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
76
$1.83M 0.58%
107,468
+4,980
77
$1.83M 0.58%
40,600
+3,800
78
$1.65M 0.52%
67,200
+6,712
79
$1.62M 0.51%
+42,950
80
$1.35M 0.43%
+38,500
81
$1.33M 0.42%
17,340
-7,920
82
$1.32M 0.42%
+5,872
83
$1.15M 0.37%
+32,879
84
$1.1M 0.35%
+45,597
85
$1.07M 0.34%
+208,134
86
$1.05M 0.33%
+13,300
87
$1.03M 0.33%
14,700
+900
88
$424K 0.13%
+2,728
89
$337K 0.11%
+2,218
90
$300K 0.1%
47,190
91
– –
-750
92
– –
-7,200
93
– –
-2,600
94
– –
-2,500
95
– –
-1,550
96
– –
-2,600
97
– –
-1,900
98
– –
-4,544
99
– –
-7,000
100
– –
-600
2 3
4
5 6