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
$7.36B
AUM Growth
-$837M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$43.6M
2 +$37.2M
3 +$27.7M
4
TRNS icon
Transcat
TRNS
+$24M
5
DV icon
DoubleVerify
DV
+$12.2M

Top Sells

1 +$65.2M
2 +$63.7M
3 +$36M
4
MEDP icon
Medpace
MEDP
+$28.9M
5
RBA icon
RB Global
RBA
+$28.6M

Sector Composition

1 Technology 39.49%
2 Healthcare 21.75%
3 Industrials 13.74%
4 Consumer Discretionary 9.71%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$90.1M 1.22%
947,145
-58,202
27
$89.4M 1.22%
5,146,217
-253,445
28
$89.1M 1.21%
113,286
-2,090
29
$88.2M 1.2%
910,909
-65,704
30
$88M 1.2%
1,815,562
-145,724
31
$84.9M 1.15%
593,346
-25,224
32
$82M 1.11%
183,829
-3,371
33
$81.7M 1.11%
317,895
-6,042
34
$80.5M 1.09%
1,266,757
-359,645
35
$78.8M 1.07%
154,749
-2,896
36
$75M 1.02%
1,603,028
-122,792
37
$74.6M 1.01%
6,717,726
-486,538
38
$72M 0.98%
393,222
-7,932
39
$71.3M 0.97%
285,182
-5,312
40
$67.6M 0.92%
483,662
-28,758
41
$67.5M 0.92%
279,566
-12,143
42
$66.5M 0.9%
527,872
+82,704
43
$66.4M 0.9%
364,587
-8,382
44
$63.5M 0.86%
3,479,760
-233,805
45
$62.7M 0.85%
135,284
-5,316
46
$60.9M 0.83%
3,125,851
+628,451
47
$59.8M 0.81%
289,272
-14,506
48
$59.3M 0.81%
827,087
-34,544
49
$59.3M 0.81%
201,699
-16,829
50
$58.4M 0.79%
493,075
-41,439