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
$4.79B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$53.6M
2 +$32.8M
3 +$30.3M
4
USPH icon
US Physical Therapy
USPH
+$30.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.7M

Top Sells

1 +$189M
2 +$106M
3 +$33.4M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$30.9M
5
DORM icon
Dorman Products
DORM
+$26.1M

Sector Composition

1 Technology 24.43%
2 Industrials 21.3%
3 Healthcare 18.12%
4 Consumer Discretionary 11.97%
5 Consumer Staples 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$19.9M 0.41%
+187,049
77
$18.7M 0.39%
1,481,428
+621,492
78
$17.9M 0.37%
300,561
-17,016
79
$17.4M 0.36%
438,820
-9,000
80
$17.4M 0.36%
243,831
-566
81
$14.6M 0.31%
378,400
-9,340
82
$13.1M 0.27%
276,022
-66,789
83
$10.9M 0.23%
352,758
-20,928
84
$10.3M 0.21%
76,148
+62,586
85
$4.89M 0.1%
+68,357
86
$4.84M 0.1%
167,228
87
$4.44M 0.09%
28,858
+16,721
88
$4.24M 0.09%
34,660
+503
89
$3.84M 0.08%
53,175
-198
90
$3.83M 0.08%
+39,881
91
$3.54M 0.07%
15,821
92
$3.44M 0.07%
29,882
+388
93
$3.39M 0.07%
40,329
+8,957
94
$3.15M 0.07%
30,146
+780
95
$2.84M 0.06%
78,278
+2,266
96
$2.83M 0.06%
18,687
+582
97
$2.61M 0.05%
39,851
+1,197
98
$2.55M 0.05%
41,812
+1,394
99
$2.39M 0.05%
46,539
100
$2.22M 0.05%
96,390
+2,742