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
101
$556K 0.01%
5,813
102
$556K 0.01%
34,980
103
$480K 0.01%
11,484
-32
104
$475K 0.01%
4,145
-12
105
$450K 0.01%
5,707
-580,010
106
$445K 0.01%
4,816
-32
107
$418K 0.01%
717
-53,208
108
$391K 0.01%
8,615
109
$347K 0.01%
3,327
+39
110
$322K 0.01%
6,036
-15
111
$270K 0.01%
1,797
112
$251K ﹤0.01%
1,100
113
$251K ﹤0.01%
+6,420
114
$234K ﹤0.01%
2,209
-19
115
$225K ﹤0.01%
+5,000
116
$223K ﹤0.01%
1,718
+1
117
– –
-1,520
118
– –
-1,444,386
119
– –
-12,669
120
– –
-3,478
121
– –
-561,108
1 2 3 4
5