RP

Riverbridge Partners Portfolio holdings

AUM $5.93B
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.38B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$22.9M
3
+$20.3M
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$18.8M
5
WOLF icon
Wolfspeed
WOLF
+$17.5M

Top Sells

1
+$71.2M
2
+$48.1M
3
+$45.7M
4
MD icon
Pediatrix Medical
MD
+$35.8M
5
RRTS
RoadRunner Transportation Systems, Inc.
RRTS
+$31M

Sector Composition

1 Technology 23.66%
2 Industrials 20.37%
3 Healthcare 17.97%
4 Consumer Discretionary 11.71%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$76.8M 1.43%
674,720
-12,694
27
$76.3M 1.42%
3,300,984
-122,008
28
$74.2M 1.38%
474,433
-4,719
29
$73.6M 1.37%
2,073,724
-32,838
30
$73.3M 1.36%
1,548,280
-312,396
31
$72.3M 1.34%
2,622,487
-135,761
32
$71.9M 1.34%
6,045,160
+75,460
33
$70.5M 1.31%
976,580
-26,343
34
$66.2M 1.23%
1,621,633
-75,239
35
$60.7M 1.13%
2,078,571
-70,063
36
$56M 1.04%
2,165,318
-119,404
37
$55.4M 1.03%
1,350,538
+78,894
38
$51.9M 0.96%
1,832,714
-104,480
39
$50.4M 0.94%
1,043,275
-60,540
40
$49.9M 0.93%
877,543
-103,134
41
$49.2M 0.91%
5,507,829
-364,512
42
$48.8M 0.91%
1,644,723
-182,679
43
$47.2M 0.88%
1,017,009
-9,570
44
$44.6M 0.83%
+1,072,196
45
$44.6M 0.83%
926,401
-6,450
46
$43.7M 0.81%
1,358,864
-84,347
47
$42.8M 0.8%
522,158
-26,719
48
$42.1M 0.78%
657,414
+21,520
49
$38.4M 0.71%
3,698,692
-217,076
50
$37.9M 0.7%
753,382
-444,659
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2
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