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
$4.79B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$32.8M
3
+$30.3M
4
USPH icon
US Physical Therapy
USPH
+$30.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.7M

Top Sells

1
+$189M
2
+$106M
3
+$33.4M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$30.9M
5
DORM icon
Dorman Products
DORM
+$26.1M

Sector Composition

1 Technology 24.43%
2 Industrials 21.3%
3 Healthcare 18.12%
4 Consumer Discretionary 11.97%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.4M 0.74%
635,383
-64,221
52
$34.7M 0.72%
3,522,150
-253,010
53
$33.2M 0.69%
555,196
-58,659
54
$33M 0.69%
256,488
-8,137
55
$32.8M 0.69%
+1,089,092
56
$32.8M 0.68%
799,275
-37,395
57
$32.7M 0.68%
451,341
+12,896
58
$31.9M 0.67%
1,629,924
-180,265
59
$31.8M 0.66%
3,086,223
-438,319
60
$30.3M 0.63%
+431,931
61
$29.5M 0.62%
1,786,175
-269,990
62
$28.6M 0.6%
946,592
-97,318
63
$28.3M 0.59%
125,737
+123,044
64
$26.7M 0.56%
890,015
+347,716
65
$24.7M 0.52%
1,724,089
-154,691
66
$23.4M 0.49%
3,294,361
+935,214
67
$23.2M 0.48%
338,589
+100,296
68
$23.2M 0.48%
2,281,518
-249,306
69
$23M 0.48%
153,772
-2,039
70
$22.6M 0.47%
1,643,802
-204,334
71
$22.3M 0.47%
363,601
-149,680
72
$21.8M 0.46%
334,858
-7,681
73
$21.7M 0.45%
185,229
-3,018
74
$20.2M 0.42%
319,149
-489,691
75
$19.9M 0.41%
657,271
-8,450
1 2
3
4 5