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
76
$1.72M 0.43%
39,581
-439
77
$1.66M 0.42%
33,264
-15,593
78
$1.66M 0.42%
11,871
-2,544
79
$1.63M 0.41%
136,567
-68,863
80
$1.62M 0.41%
27,184
-1,748
81
$1.62M 0.41%
74,266
-864
82
$1.61M 0.4%
4,207
-49
83
$1.54M 0.39%
16,421
-189
84
$1.54M 0.39%
15,679
-33,175
85
$1.53M 0.38%
19,372
-212
86
$1.5M 0.38%
27,925
-317
87
$1.49M 0.37%
28,293
-326
88
$1.49M 0.37%
+17,400
89
$1.48M 0.37%
16,214
-182
90
$1.48M 0.37%
42,890
-471
91
$1.47M 0.37%
359,380
-4,289
92
$1.45M 0.36%
10,035
-116
93
$1.43M 0.36%
42,456
-482
94
$1.42M 0.36%
16,059
-86
95
$1.41M 0.35%
11,235
-11,500
96
$1.4M 0.35%
13,470
+4,368
97
$1.39M 0.35%
23,169
-267
98
$1.38M 0.35%
13,217
-151
99
$1.38M 0.35%
47,135
-535
100
$1.36M 0.34%
347,514
-68,206
2 3
4
5 6