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
$315M
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.46M
3
+$4.39M
4
VTRS icon
Viatris
VTRS
+$3.56M
5
NBIS
Nebius Group N.V.
NBIS
+$3.53M

Top Sells

1
+$4.22M
2
+$3.71M
3
+$2.45M
4
JOY
Joy Global Inc
JOY
+$2.43M
5
TWTR
Twitter, Inc.
TWTR
+$2.31M

Sector Composition

1 Financials 25.84%
2 Technology 12.98%
3 Energy 10.9%
4 Communication Services 9.65%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 7.64%
509,399
+18,155
2
$9.45M 3%
47,586
+22,460
3
$9.34M 2.97%
43,160
+27,150
4
$8.61M 2.73%
195,141
+50
5
$7.19M 2.29%
223,870
+14,434
6
$6.71M 2.13%
428,601
+14,958
7
$5.92M 1.88%
67,800
+2,712
8
$5.86M 1.86%
237,300
+18,259
9
$5.79M 1.84%
46,425
-9,950
10
$5.54M 1.76%
131,000
-10,850
11
$4.99M 1.59%
112,700
+15,494
12
$4.98M 1.58%
280,400
+30,000
13
$4.89M 1.55%
121,620
-16,200
14
$4.81M 1.53%
83,600
+9,100
15
$4.7M 1.49%
64,699
+12,617
16
$4.61M 1.47%
1,576,800
+104,870
17
$4.5M 1.43%
89,100
+18,770
18
$4.44M 1.41%
153,960
+52,295
19
$4.39M 1.39%
+683,250
20
$4.3M 1.37%
104,999
+5,397
21
$4.26M 1.35%
129,499
+4,947
22
$4.23M 1.34%
52,700
-1,325
23
$4.11M 1.31%
178,403
-100,083
24
$3.91M 1.24%
61,209
+6,141
25
$3.85M 1.22%
47,401
+565
1
2 3 4 5