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
$5.98B
AUM Growth
+$434M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$28.8M
3
+$27M
4
NVDA icon
NVIDIA
NVDA
+$24.1M
5
NFLX icon
Netflix
NFLX
+$23.6M

Top Sells

1
+$86.9M
2
+$62M
3
+$27.2M
4
FRPT icon
Freshpet
FRPT
+$24.9M
5
HEI icon
HEICO Corp
HEI
+$23.5M

Sector Composition

1 Technology 29.58%
2 Industrials 24.3%
3 Healthcare 19.79%
4 Consumer Discretionary 10.25%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.7M 0.78%
826,947
-41,419
52
$46.2M 0.77%
1,080,390
-46,199
53
$45.2M 0.76%
1,428,137
-30,708
54
$44M 0.74%
774,096
-13,614
55
$43.9M 0.73%
818,758
-30,052
56
$43.1M 0.72%
560,590
-25,707
57
$41.7M 0.7%
1,208,599
-57,742
58
$41.6M 0.7%
367,552
-16,292
59
$41.3M 0.69%
427,569
-19,375
60
$41.1M 0.69%
492,747
-11,686
61
$38.6M 0.65%
1,051,719
-679,622
62
$36.7M 0.61%
786,696
-16,768
63
$36.1M 0.6%
675,578
-18,443
64
$34.6M 0.58%
519,536
-12,975
65
$33.6M 0.56%
1,084,549
-47,034
66
$33.1M 0.55%
454,689
-7,955
67
$32.3M 0.54%
+1,134,774
68
$31.8M 0.53%
570,479
+208,358
69
$28.8M 0.48%
222,395
-5,784
70
$28.8M 0.48%
+952,964
71
$28.6M 0.48%
309,561
-6,294
72
$28.3M 0.47%
895,470
-35,682
73
$28.2M 0.47%
188,032
-3,758
74
$27.6M 0.46%
126,526
-3,463
75
$27.5M 0.46%
1,079,041
-58,861
1 2
3
4 5