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
$4.78B
AUM Growth
-$793M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1 +$44.4M
2 +$33M
3 +$22.9M
4
HCSG icon
Healthcare Services Group
HCSG
+$22.5M
5
FIVE icon
Five Below
FIVE
+$19M

Top Sells

1 +$83.1M
2 +$20.2M
3 +$16.1M
4
HSTM icon
HealthStream
HSTM
+$15.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.3M

Sector Composition

1 Technology 32.38%
2 Healthcare 23.69%
3 Industrials 15.81%
4 Consumer Discretionary 8.81%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$18.2M 0.38%
832,449
+5,233
77
$18.2M 0.38%
115,106
-3,962
78
$18.1M 0.38%
211,472
-114,050
79
$17.7M 0.37%
187,713
+8,189
80
$16.1M 0.34%
88,762
-3,362
81
$16.1M 0.34%
169,518
-2,949
82
$16M 0.34%
289,608
-198
83
$14.1M 0.3%
255,445
+460
84
$14M 0.29%
270,461
-175
85
$13.8M 0.29%
2,550,050
-347,129
86
$11.9M 0.25%
338,116
+636
87
$11M 0.23%
+245,676
88
$10.3M 0.22%
394,722
+2,171
89
$8.85M 0.19%
155,573
-3,934
90
$4.8M 0.1%
41,904
-25,476
91
$4.41M 0.09%
69,344
92
$3.52M 0.07%
89,465
-7,064
93
$3.43M 0.07%
28,595
-2,391
94
$2.97M 0.06%
24,851
-1,892
95
$2.81M 0.06%
21,417
-2,246
96
$2.77M 0.06%
51,284
-6,023
97
$2.77M 0.06%
77,224
-225,784
98
$2.32M 0.05%
61,143
-7,071
99
$2.31M 0.05%
20,217
-6,488
100
$1.82M 0.04%
16,555
-1,449