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
$6.25B
AUM Growth
-$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$28M
3
+$25.6M
4
GTM
ZoomInfo Technologies
GTM
+$19.7M
5
FND icon
Floor & Decor
FND
+$18.2M

Top Sells

1
+$81.6M
2
+$49.7M
3
+$39.4M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$35.5M
5
HCAT icon
Health Catalyst
HCAT
+$31.9M

Sector Composition

1 Technology 36.07%
2 Healthcare 25.6%
3 Industrials 15.55%
4 Consumer Discretionary 8.51%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45.9M 0.74%
601,397
-64,003
52
$45.8M 0.73%
251,280
-8,088
53
$45.5M 0.73%
641,423
-155,319
54
$44.8M 0.72%
409,917
-12,441
55
$43.8M 0.7%
1,014,619
-138,527
56
$42.4M 0.68%
1,336,419
-175,329
57
$42.3M 0.68%
816,013
-81,631
58
$42.2M 0.67%
2,781,170
-410,340
59
$42M 0.67%
119,753
-13,219
60
$41.5M 0.66%
2,525,168
-275,400
61
$41.5M 0.66%
380,840
-128,260
62
$40.8M 0.65%
1,456,969
-41,374
63
$39.8M 0.64%
1,369,282
-155,773
64
$38.1M 0.61%
193,682
-25,668
65
$37.4M 0.6%
243,542
-26,690
66
$37.2M 0.6%
597,683
-109,859
67
$36.7M 0.59%
1,434,214
-69,918
68
$36.7M 0.59%
335,180
-5,500
69
$35.7M 0.57%
512,828
-452,381
70
$35.3M 0.57%
601,522
-20,305
71
$35.2M 0.56%
969,178
-31,940
72
$30.9M 0.49%
326,990
-10,071
73
$30.6M 0.49%
1,111,489
-34,446
74
$27.9M 0.45%
116,887
-27,839
75
$27.9M 0.45%
613,828
-19,623
1 2
3
4 5