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
76
$5.46M 0.4%
152,059
-25,019
77
$5.44M 0.4%
40,922
+14,732
78
$5.42M 0.4%
214,183
+40,149
79
$5.4M 0.39%
406,468
-127,704
80
$5.32M 0.39%
424,801
-4,018
81
$5.17M 0.38%
28,170
-1,710
82
$5.08M 0.37%
331,621
-46,823
83
$5.08M 0.37%
44,538
-398
84
$5M 0.37%
64,960
+830
85
$4.94M 0.36%
+67,170
86
$4.91M 0.36%
431,672
+20,432
87
$4.86M 0.36%
38,427
-1,671
88
$4.74M 0.35%
319,016
+161,207
89
$4.73M 0.35%
86,710
+54,410
90
$4.68M 0.34%
77,445
-34,308
91
$4.59M 0.34%
171,100
-45,900
92
$4.54M 0.33%
32,570
-3,912
93
$4.5M 0.33%
+128,110
94
$4.36M 0.32%
109,251
-14,202
95
$4.29M 0.31%
30,970
+3,925
96
$4.11M 0.3%
+73,770
97
$4.04M 0.3%
65,610
-61,243
98
$3.89M 0.28%
235,720
-560
99
$3.87M 0.28%
17,941
-54,250
100
$3.71M 0.27%
51,198
-2,629
2 3
4
5 6