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
$9.85B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1 +$82.5M
2 +$57.4M
3 +$56.9M
4
VMEO
Vimeo
VMEO
+$47.5M
5
GKOS icon
Glaukos
GKOS
+$46.5M

Top Sells

1 +$58.1M
2 +$42.5M
3 +$41.7M
4
FND icon
Floor & Decor
FND
+$31M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$27.1M

Sector Composition

1 Technology 36.82%
2 Healthcare 23.55%
3 Industrials 15.25%
4 Consumer Discretionary 9.1%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$72.5M 0.74%
131,980
+4,435
52
$69.7M 0.71%
1,530,553
+65,213
53
$67.8M 0.69%
294,990
+13,872
54
$67.7M 0.69%
1,071,359
+52,146
55
$66.1M 0.67%
541,380
+23,060
56
$64.4M 0.65%
395,378
-80,664
57
$61.4M 0.62%
166,036
+10,657
58
$60.2M 0.61%
655,599
+29,992
59
$59.8M 0.61%
1,076,457
+51,747
60
$56.4M 0.57%
1,465,436
+71,914
61
$56.2M 0.57%
121,985
+7,686
62
$54.3M 0.55%
232,377
+9,078
63
$54.1M 0.55%
1,586,803
+73,143
64
$53.8M 0.55%
656,197
+30,573
65
$53.6M 0.54%
744,245
-342,871
66
$53.6M 0.54%
874,140
+322,910
67
$52.3M 0.53%
296,140
+13,429
68
$52.2M 0.53%
1,275,847
+486,390
69
$51.4M 0.52%
1,005,978
+47,580
70
$51.3M 0.52%
1,841,235
-971,288
71
$50M 0.51%
272,391
+9,154
72
$48.6M 0.49%
381,808
+142,221
73
$47.6M 0.48%
688,771
+17,621
74
$47.5M 0.48%
+970,260
75
$46.5M 0.47%
439,992
-293,331