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
101
$1.35M 0.34%
13,426
-1,433
102
$1.34M 0.34%
10,910
-5,840
103
$1.32M 0.33%
17,776
-201
104
$1.31M 0.33%
34,391
+9,457
105
$1.29M 0.32%
45,088
-473
106
$1.29M 0.32%
46,180
-16,716
107
$1.29M 0.32%
107,161
+17,752
108
$1.29M 0.32%
6,745
-20,075
109
$1.28M 0.32%
19,530
-219
110
$1.25M 0.31%
7,600
-86
111
$1.24M 0.31%
16,991
-191
112
$1.23M 0.31%
10,262
-116
113
$1.22M 0.31%
6,308
-70
114
$1.2M 0.3%
13,330
-140
115
$1.19M 0.3%
30,024
+22,890
116
$1.19M 0.3%
25,955
-275
117
$1.18M 0.3%
54,874
-5,175
118
$1.17M 0.29%
12,316
-142
119
$1.15M 0.29%
70,398
+11,540
120
$1.13M 0.28%
19,363
-219
121
$1.11M 0.28%
6,675
-14,981
122
$1.11M 0.28%
31,921
-20,858
123
$1.07M 0.27%
252,288
-2,797
124
$1.07M 0.27%
56,841
+7,435
125
$1.05M 0.26%
23,995
-273
3 4
5
6 7