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
$7.49B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$58.1M
2
+$42.3M
3
+$30.9M
4
HLMN icon
Hillman Solutions
HLMN
+$28.1M
5
KNSL icon
Kinsale Capital Group
KNSL
+$15.1M

Top Sells

1
+$53.2M
2
+$34.7M
3
+$29.9M
4
HEI icon
HEICO Corp
HEI
+$23.3M
5
TYL icon
Tyler Technologies
TYL
+$21.3M

Sector Composition

1 Technology 38.24%
2 Healthcare 21%
3 Industrials 15.73%
4 Consumer Discretionary 9.67%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$100M 1.34%
434,251
-7,680
27
$99.1M 1.32%
293,048
+91,349
28
$99M 1.32%
369,286
-17,632
29
$93.7M 1.25%
181,330
-2,499
30
$93.4M 1.25%
561,006
-32,340
31
$89.2M 1.19%
866,193
-44,716
32
$89.1M 1.19%
152,385
-2,364
33
$88.6M 1.18%
4,866,040
-280,177
34
$85.7M 1.15%
313,231
-4,664
35
$83.1M 1.11%
4,086,722
+606,962
36
$81.5M 1.09%
388,338
-4,884
37
$78.1M 1.04%
280,933
-4,249
38
$74.6M 1%
500,976
-26,896
39
$70.2M 0.94%
1,272,559
-543,003
40
$70M 0.94%
6,337,725
-380,001
41
$66.5M 0.89%
261,607
-17,959
42
$65.2M 0.87%
1,191,796
-74,961
43
$63.9M 0.85%
2,027,211
+1,841,878
44
$62.1M 0.83%
476,682
-16,393
45
$60.3M 0.81%
1,489,345
-113,683
46
$59.7M 0.8%
121,394
-13,890
47
$59.4M 0.79%
358,141
-6,446
48
$59M 0.79%
737,649
-89,438
49
$57.7M 0.77%
220,608
+480
50
$57.1M 0.76%
364,342
-119,320
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