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
$528M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.6M
3
+$5.6M
4
IPG
Interpublic Group of Companies
IPG
+$5.42M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.27M

Top Sells

1
+$3.52M
2
+$2.87M
3
+$2.8M
4
BKR icon
Baker Hughes
BKR
+$2.37M
5
FISV
Fiserv Inc
FISV
+$2.3M

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 14.8%
3 Communication Services 14%
4 Financials 12.67%
5 Healthcare 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.24%
45,561
-399
127
$1.27M 0.24%
9,263
-3,652
128
$1.27M 0.24%
93,031
-29,226
129
$1.26M 0.24%
10,378
+1,771
130
$1.25M 0.24%
16,473
-163
131
$1.25M 0.24%
255,085
-2,627
132
$1.23M 0.23%
47,465
-2,529
133
$1.23M 0.23%
19,582
+3,860
134
$1.23M 0.23%
23,436
-243
135
$1.23M 0.23%
14,859
-130
136
$1.21M 0.23%
185,719
-164,563
137
$1.21M 0.23%
13,368
-125
138
$1.17M 0.22%
12,140
+2,240
139
$1.16M 0.22%
43,697
+6,694
140
$1.16M 0.22%
26,230
-157
141
$1.15M 0.22%
20,316
-1,000
142
$1.14M 0.22%
28,242
+4,168
143
$1.14M 0.22%
24,934
-6,575
144
$1.13M 0.21%
24,890
-22,054
145
$1.09M 0.21%
+58,858
146
$1.08M 0.2%
17,977
+6,247
147
$1.08M 0.2%
94,709
-891
148
$1.07M 0.2%
89,409
+16,027
149
$1.05M 0.2%
269,348
-2,567
150
$1.05M 0.2%
7,686
-79
4 5
6
7 8