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
$4.79B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$32.8M
3
+$30.3M
4
USPH icon
US Physical Therapy
USPH
+$30.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.7M

Top Sells

1
+$189M
2
+$106M
3
+$33.4M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$30.9M
5
DORM icon
Dorman Products
DORM
+$26.1M

Sector Composition

1 Technology 24.43%
2 Industrials 21.3%
3 Healthcare 18.12%
4 Consumer Discretionary 11.97%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$61.3M 1.28%
1,843,696
-313,310
27
$61.2M 1.28%
1,727,017
-458,535
28
$59M 1.23%
1,688,826
-187,728
29
$58.9M 1.23%
947,937
-6,255
30
$57.6M 1.2%
3,210,261
-226,502
31
$57.5M 1.2%
1,320,440
-112,052
32
$56.1M 1.17%
2,238,414
+1,005,158
33
$56M 1.17%
605,955
-18,025
34
$56M 1.17%
689,388
-20,428
35
$55.7M 1.16%
1,048,168
-11,008
36
$55.5M 1.16%
1,509,342
-135,213
37
$53.6M 1.12%
+5,315,225
38
$52.8M 1.1%
228,660
-6,128
39
$51M 1.07%
1,664,684
-49,433
40
$49.9M 1.04%
2,319,600
+162,799
41
$48.4M 1.01%
872,304
-23,321
42
$48M 1%
2,667,344
-295,732
43
$47M 0.98%
400,854
+88,082
44
$43M 0.9%
519,565
+187,977
45
$41.1M 0.86%
1,210,066
-124,450
46
$40.7M 0.85%
528,594
-62,026
47
$39.9M 0.83%
338,317
-8,868
48
$39M 0.81%
1,039,300
-19,940
49
$37.8M 0.79%
41,753
+8,670
50
$35.8M 0.75%
223,492
-2,384
1
2
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