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
$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
1
$62.5M 11.62%
935,182
+85,440
2
$27.2M 5.06%
152,190
+129,270
3
$22.8M 4.23%
411,135
+217,435
4
$22.3M 4.14%
514,238
+331,317
5
$21.9M 4.08%
149,179
+74,547
6
$12.6M 2.35%
197,806
-10,244
7
$12.6M 2.33%
56,536
+6,240
8
$12.4M 2.3%
3,405,404
+1,677,004
9
$11.9M 2.21%
489,000
-8,601
10
$9.21M 1.71%
114,101
+4,500
11
$8.52M 1.58%
238,701
-5,899
12
$7.73M 1.44%
46,972
+42,583
13
$7.45M 1.38%
201,860
-4,000
14
$7.37M 1.37%
80,643
+4,523
15
$7.01M 1.3%
74,649
+2,300
16
$6.9M 1.28%
167,070
+41,730
17
$6.77M 1.26%
378,885
+93,182
18
$6.54M 1.22%
160,290
+125,410
19
$5.88M 1.09%
133,944
-3,805
20
$5.83M 1.08%
182,347
+13,847
21
$5.59M 1.04%
200,960
+11,219
22
$5.57M 1.04%
80,813
+3,713
23
$5.51M 1.02%
115,009
+35,300
24
$5.47M 1.02%
66,500
+10,899
25
$5.4M 1%
43,940
-980
1
2 3 4 5