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
$7.33B
AUM Growth
-$605M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$39M
3
+$37.2M
4
PWSC
PowerSchool Holdings, Inc.
PWSC
+$33.4M
5
TOST icon
Toast
TOST
+$30.3M

Top Sells

1
+$145M
2
+$32.8M
3
+$32.3M
4
HCSG icon
Healthcare Services Group
HCSG
+$28.3M
5
EYE icon
National Vision
EYE
+$24.9M

Sector Composition

1 Technology 38.72%
2 Healthcare 22.49%
3 Industrials 13.64%
4 Consumer Discretionary 9.95%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$99M 1.35%
778,849
+8,896
27
$97.7M 1.33%
4,247,030
-97,012
28
$89.3M 1.22%
1,042,815
-19,864
29
$87.1M 1.19%
427,930
-7,365
30
$84.8M 1.16%
168,213
-3,001
31
$84M 1.15%
479,520
-10,579
32
$79.5M 1.09%
260,390
-4,978
33
$76.3M 1.04%
347,112
-6,434
34
$75.6M 1.03%
1,781,132
-41,060
35
$73.1M 1%
200,102
-4,116
36
$73.1M 1%
459,761
+244,965
37
$72.8M 0.99%
1,105,779
-20,121
38
$70.4M 0.96%
347,191
-6,256
39
$70.2M 0.96%
2,062,144
-49,546
40
$68.9M 0.94%
123,298
-2,006
41
$67.6M 0.92%
2,333,360
-45,046
42
$65.3M 0.89%
4,890,864
-107,156
43
$61.7M 0.84%
315,058
-6,122
44
$60.1M 0.82%
882,257
-20,523
45
$58.1M 0.79%
3,827,384
+1,379,858
46
$55.2M 0.75%
648,171
-12,350
47
$54.4M 0.74%
144,038
-2,994
48
$54.4M 0.74%
1,307,757
-22,783
49
$53.7M 0.73%
588,342
-12,177
50
$53.4M 0.73%
408,231
-8,530
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