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
$6.25B
AUM Growth
-$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$28M
3
+$25.6M
4
GTM
ZoomInfo Technologies
GTM
+$19.7M
5
FND icon
Floor & Decor
FND
+$18.2M

Top Sells

1
+$81.6M
2
+$49.7M
3
+$39.4M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$35.5M
5
HCAT icon
Health Catalyst
HCAT
+$31.9M

Sector Composition

1 Technology 36.07%
2 Healthcare 25.6%
3 Industrials 15.55%
4 Consumer Discretionary 8.51%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$77.3M 1.24%
343,768
-40,340
27
$71M 1.14%
485,816
-50,392
28
$70.9M 1.13%
667,598
-84,962
29
$70.2M 1.12%
640,291
-68,628
30
$67.7M 1.08%
200,824
-21,714
31
$67.6M 1.08%
341,188
-33,957
32
$66.1M 1.06%
2,039,540
-64,963
33
$65.5M 1.05%
437,703
+103,524
34
$62.5M 1%
993,032
+289,292
35
$62.4M 1%
2,591,826
-341,278
36
$62.3M 1%
719,256
-206,876
37
$62.2M 1%
2,601,802
-388,072
38
$59.4M 0.95%
3,413,286
-415,223
39
$58M 0.93%
1,991,529
-58,428
40
$57.9M 0.93%
1,855,131
-294,372
41
$57.3M 0.92%
347,196
-43,850
42
$54.4M 0.87%
725,513
-22,788
43
$53.2M 0.85%
111,905
-12,736
44
$53.2M 0.85%
583,457
+306,982
45
$51.5M 0.82%
+2,243,781
46
$50.5M 0.81%
3,001,507
-263,359
47
$49.5M 0.79%
231,551
-27,470
48
$48.7M 0.78%
103,674
-3,265
49
$47.9M 0.77%
772,606
-29,978
50
$47.2M 0.76%
2,258,560
-66,254
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