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
$4.85B
AUM Growth
-$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$34.6M
3
+$34.5M
4
PRO icon
PROS Holdings
PRO
+$33.6M
5
CVT
CVENT, INC.
CVT
+$31.8M

Top Sells

1
+$167M
2
+$43.7M
3
+$41.4M
4
FISV
Fiserv Inc
FISV
+$21.5M
5
WOLF icon
Wolfspeed
WOLF
+$19.3M

Sector Composition

1 Technology 24.15%
2 Industrials 22.03%
3 Healthcare 20.42%
4 Consumer Discretionary 12.07%
5 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.03%
52,445
-795,517
102
$1.19M 0.02%
37,550
-6,000
103
$984K 0.02%
+7,348
104
$905K 0.02%
+11,786
105
$700K 0.01%
11,475
106
$685K 0.01%
13,348
107
$541K 0.01%
5,813
108
$541K 0.01%
34,980
109
$474K 0.01%
4,432
+4
110
$446K 0.01%
11,480
111
$382K 0.01%
32,545
-62,778
112
$371K 0.01%
2,847
113
$358K 0.01%
4,819
+2
114
$313K 0.01%
5,584
-52
115
$306K 0.01%
6,189
-20,492
116
$300K 0.01%
8,615
117
$292K 0.01%
7,282
+1
118
$245K 0.01%
2,625
-763
119
$238K ﹤0.01%
9,768
120
$233K ﹤0.01%
2,363
+75
121
$222K ﹤0.01%
1,699
122
– –
-1,100
123
– –
-5,000
124
– –
-8,100
125
– –
-569,724
2 3 4
5
6