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
$5.38B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$22.9M
3
+$20.3M
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$18.8M
5
WOLF icon
Wolfspeed
WOLF
+$17.5M

Top Sells

1
+$71.2M
2
+$48.1M
3
+$45.7M
4
MD icon
Pediatrix Medical
MD
+$35.8M
5
RRTS
RoadRunner Transportation Systems, Inc.
RRTS
+$31M

Sector Composition

1 Technology 23.66%
2 Industrials 20.37%
3 Healthcare 17.97%
4 Consumer Discretionary 11.71%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.2M 0.69%
1,723,130
+312,547
52
$35.5M 0.66%
339,315
-12,101
53
$35M 0.65%
421,096
-27,037
54
$34.8M 0.65%
952,159
-55,870
55
$34M 0.63%
4,366,457
-532,641
56
$33.5M 0.62%
830,621
-42,807
57
$29.4M 0.55%
296,789
+1,354
58
$28.5M 0.53%
884,756
+542,486
59
$27.7M 0.51%
549,538
-28,903
60
$27M 0.5%
362,950
+69,571
61
$25.9M 0.48%
199,615
-3,829
62
$24.7M 0.46%
600,120
-39,645
63
$24M 0.45%
871,867
-43,370
64
$23.6M 0.44%
894,910
+42,737
65
$23.1M 0.43%
168,162
-2,596
66
$21.8M 0.41%
215,813
+159,431
67
$21.3M 0.4%
1,472,500
-110,910
68
$21.2M 0.39%
2,278,090
-234,736
69
$20.3M 0.38%
+730,167
70
$19.9M 0.37%
713,965
-11,424
71
$19.8M 0.37%
118,666
+7,846
72
$19.8M 0.37%
2,228,851
-202,557
73
$19.8M 0.37%
392,375
+320,931
74
$19.2M 0.36%
378,560
-43,976
75
$17.5M 0.32%
609,969
-7,998
1 2
3
4 5