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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$13M
3
+$1.91M
4
TSM icon
TSMC
TSM
+$1.78M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.53M

Top Sells

1
+$90M
2
+$27.8M
3
+$17.9M
4
HEI icon
HEICO Corp
HEI
+$16.2M
5
MEDP icon
Medpace
MEDP
+$11.1M

Sector Composition

1 Technology 36.75%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84.6M 1.36%
1,129,241
-73,510
27
$84.1M 1.35%
105,583
-1,420
28
$83.4M 1.34%
413,531
-5,371
29
$83.3M 1.34%
247,189
-24,942
30
$79.8M 1.28%
425,773
-480,472
31
$79.8M 1.28%
297,178
-5,178
32
$78.7M 1.26%
592,704
-58,898
33
$74.4M 1.19%
142,019
-4,346
34
$73.7M 1.18%
730,524
-70,399
35
$62.7M 1.01%
1,081,313
-104,414
36
$59.8M 0.96%
170,548
-2,962
37
$56.3M 0.9%
1,011,984
-94,391
38
$55.4M 0.89%
307,305
-33,139
39
$54.7M 0.88%
266,986
-4,370
40
$53.7M 0.86%
422,102
-32,996
41
$53.3M 0.85%
205,568
-7,399
42
$53.1M 0.85%
569,390
-9,250
43
$52.6M 0.84%
103,523
-9,949
44
$52.2M 0.84%
1,078,004
-98,637
45
$50.6M 0.81%
1,448,855
-43,614
46
$50.6M 0.81%
327,052
-14,149
47
$50.5M 0.81%
321,579
-30,671
48
$49.6M 0.8%
505,519
-4,584
49
$48.3M 0.77%
595,350
-57,365
50
$48M 0.77%
5,320,713
-579,438
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