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
101
$3.26M 0.24%
1,277,496
-165,204
102
$3.15M 0.23%
135,909
-11,960
103
$3.13M 0.23%
+32,070
104
$3.07M 0.22%
25,000
-31,000
105
$3.06M 0.22%
73,459
+29,110
106
$3.02M 0.22%
143,170
-13,728
107
$3M 0.22%
415,000
-260,000
108
$2.77M 0.2%
88,976
-6,523
109
$2.65M 0.19%
92,000
110
$2.47M 0.18%
156,382
-46,770
111
$2.35M 0.17%
+242,930
112
$2.34M 0.17%
23,830
-870
113
$2.17M 0.16%
997,190
-33,428
114
$2.16M 0.16%
30,980
+890
115
$2.11M 0.15%
516,644
-8,192
116
$1.91M 0.14%
25,354
-2,560
117
$1.77M 0.13%
157,930
+340
118
$1.73M 0.13%
+5,520
119
$1.69M 0.12%
37,551
+1,296
120
$1.51M 0.11%
+59,600
121
$1.48M 0.11%
+34,820
122
$1.47M 0.11%
225,891
-14,762
123
$1.41M 0.1%
+61,740
124
$1.41M 0.1%
+244,040
125
$1.37M 0.1%
78,555
-3,530
2 3 4
5
6