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
$5B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$26.7M
3
+$21M
4
VEEV icon
Veeva Systems
VEEV
+$12.3M
5
ATHN
Athenahealth, Inc.
ATHN
+$11.6M

Top Sells

1
+$103M
2
+$73.6M
3
+$28.3M
4
LKQ icon
LKQ Corp
LKQ
+$25.7M
5
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
+$23.1M

Sector Composition

1 Technology 24.9%
2 Industrials 21.6%
3 Healthcare 20.11%
4 Consumer Discretionary 11.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$669K 0.01%
11,147
-1,719,636
102
$589K 0.01%
34,980
103
$586K 0.01%
2,693
+730
104
$501K 0.01%
4,157
-470
105
$491K 0.01%
4,713
106
$338K 0.01%
8,615
107
$313K 0.01%
7,066
-7,342
108
$298K 0.01%
7,865
-530
109
$296K 0.01%
6,796
-1,180
110
$293K 0.01%
1,604
-60
111
$263K 0.01%
3,018
-399
112
$245K ﹤0.01%
5,784
-1,500
113
$241K ﹤0.01%
3,770
-2,000
114
$238K ﹤0.01%
1,645
-1,168
115
$231K ﹤0.01%
7,568
-2,200
116
$221K ﹤0.01%
1,900
117
$216K ﹤0.01%
+5,084
118
$207K ﹤0.01%
+1,184
119
$200K ﹤0.01%
+1,100
120
– –
-1,699
121
– –
-5,024
122
– –
-1,183,622
123
– –
-5,000
124
– –
-793,083
125
– –
-662,129
2 3 4
5
6