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
$538M
AUM Growth
+$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$14.4M
3
+$12.1M
4
IBM icon
IBM
IBM
+$11M
5
MCK icon
McKesson
MCK
+$7.01M

Top Sells

1
+$4.57M
2
+$3.62M
3
+$3.53M
4
ETP
Energy Transfer Partners L.p.
ETP
+$3.42M
5
POT
Potash Corp Of Saskatchewan
POT
+$3.17M

Sector Composition

1 Financials 29.89%
2 Technology 13.17%
3 Communication Services 13.07%
4 Energy 7.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.04%
4,070
-27,569
102
– –
-585,346
103
– –
-64,255
104
– –
-12,559
105
– –
-270
106
– –
-43,802
107
– –
-40
108
– –
-24,491
109
– –
-20,770
110
– –
-135,260
111
– –
-185,900
112
– –
-53,201
113
– –
-64,255
114
– –
-93,600
1 2 3 4
5