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
$5.38B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$22.9M
3
+$20.3M
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$18.8M
5
WOLF icon
Wolfspeed
WOLF
+$17.5M

Top Sells

1
+$71.2M
2
+$48.1M
3
+$45.7M
4
MD icon
Pediatrix Medical
MD
+$35.8M
5
RRTS
RoadRunner Transportation Systems, Inc.
RRTS
+$31M

Sector Composition

1 Technology 23.66%
2 Industrials 20.37%
3 Healthcare 17.97%
4 Consumer Discretionary 11.71%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.1M 0.32%
1,102,220
+963,820
77
$16.4M 0.31%
199,045
-5,547
78
$15.2M 0.28%
240,930
-5,874
79
$11.7M 0.22%
+445,394
80
$11.4M 0.21%
95,235
+86,862
81
$5.18M 0.1%
68,269
-184,144
82
$4.98M 0.09%
24,074
+18,998
83
$4.78M 0.09%
173,372
+57,200
84
$4.26M 0.08%
20,741
85
$3.41M 0.06%
32,622
-99
86
$3.01M 0.06%
31,785
-323
87
$2.83M 0.05%
29,985
-729
88
$2.71M 0.05%
35,610
+70
89
$2.59M 0.05%
30,365
+80
90
$2.5M 0.05%
68,935
-368
91
$2.44M 0.05%
35,341
+213
92
$2.28M 0.04%
90,340
+4,910
93
$2.15M 0.04%
23,617
+76
94
$2.13M 0.04%
17,550
+445
95
$2M 0.04%
44,463
-1
96
$1.78M 0.03%
38,661
+1,991
97
$1.72M 0.03%
94,933
-1,665
98
$1.66M 0.03%
96,190
99
$1.2M 0.02%
46,078
-6,200
100
$732K 0.01%
13,348
1 2 3
4
5