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
76
$27.3M 0.44%
151,729
-34,721
77
$25.6M 0.41%
+983,156
78
$24.2M 0.39%
968,248
-28,786
79
$22.4M 0.36%
853,826
-43,313
80
$19.7M 0.32%
157,527
-41,618
81
$19.7M 0.31%
+591,651
82
$19.5M 0.31%
457,963
-110,011
83
$19.4M 0.31%
424,066
-12,727
84
$19.2M 0.31%
557,793
-268,270
85
$18.6M 0.3%
103,927
-11,564
86
$18.1M 0.29%
1,416,169
-42,845
87
$12.8M 0.21%
+69,855
88
$12.1M 0.19%
2,010,825
-236,022
89
$11.6M 0.19%
663,840
-98,600
90
$11.2M 0.18%
234,197
-27,865
91
$10.9M 0.17%
156,473
-20,025
92
$9.01M 0.14%
65,925
93
$8.49M 0.14%
101,271
-11,523
94
$6.61M 0.11%
2,581,077
-73,622
95
$6.15M 0.1%
2,461,248
-76,119
96
$4.8M 0.08%
16,704
-200
97
$4.77M 0.08%
28,169
+18,128
98
$4.6M 0.07%
18,735
-157
99
$4.07M 0.07%
10,725
+436
100
$4.02M 0.06%
21,987
+2,307
2 3
4
5 6