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
$7.33B
AUM Growth
-$605M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$39M
3
+$37.2M
4
PWSC
PowerSchool Holdings, Inc.
PWSC
+$33.4M
5
TOST icon
Toast
TOST
+$30.3M

Top Sells

1
+$145M
2
+$32.8M
3
+$32.3M
4
HCSG icon
Healthcare Services Group
HCSG
+$28.3M
5
EYE icon
National Vision
EYE
+$24.9M

Sector Composition

1 Technology 38.72%
2 Healthcare 22.49%
3 Industrials 13.64%
4 Consumer Discretionary 9.95%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53.1M 0.72%
723,852
-16,604
52
$52.3M 0.71%
119,611
-2,112
53
$51.7M 0.71%
99,545
-1,725
54
$51.5M 0.7%
228,335
-3,989
55
$51.4M 0.7%
798,604
-22,831
56
$50.3M 0.69%
658,873
-11,687
57
$48.5M 0.66%
650,952
-13,901
58
$46.4M 0.63%
201,838
-3,607
59
$44.5M 0.61%
3,651,248
-33,439
60
$42.3M 0.58%
2,906,160
-70,121
61
$42M 0.57%
558,487
-9,877
62
$41.4M 0.56%
2,232,338
-45,307
63
$39.3M 0.54%
+1,214,010
64
$39.2M 0.53%
297,139
-4,780
65
$38.5M 0.53%
1,378,288
-33,869
66
$37.5M 0.51%
479,962
+476,585
67
$36.1M 0.49%
213,383
-3,758
68
$36.1M 0.49%
393,368
-7,052
69
$35.4M 0.48%
1,870,514
-45,447
70
$33.8M 0.46%
1,057,338
-31,591
71
$33.4M 0.46%
+1,475,928
72
$32.2M 0.44%
1,317,191
-39,906
73
$32.1M 0.44%
341,412
-8,070
74
$30.3M 0.41%
+1,617,744
75
$29.2M 0.4%
1,278,513
-28,722
1 2
3
4 5