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
101
$1.82M 0.04%
+38,059
102
$1.76M 0.04%
11,673
-965
103
$1.74M 0.04%
27,657
-2,492
104
$1.74M 0.04%
26,161
-1,621
105
$1.61M 0.03%
14,812
-114,377
106
$1.48M 0.03%
11,477
+7,268
107
$1.15M 0.02%
90,198
-3,830
108
$1.14M 0.02%
14,490
109
$1.1M 0.02%
4,273
-55,501
110
$940K 0.02%
10,387
-28,817
111
$924K 0.02%
5,839
-4,872
112
$670K 0.01%
7,445
113
$647K 0.01%
11,332
-20,174
114
$601K 0.01%
6,665
115
$524K 0.01%
3,701
-69
116
$325K 0.01%
5,825
117
$318K 0.01%
+7,704
118
$316K 0.01%
1,900
119
$298K 0.01%
8,637
120
$282K 0.01%
1,545
-100
121
$282K 0.01%
1,062
-146
122
$252K 0.01%
5,704
123
$242K 0.01%
5,000
-408
124
$239K 0.01%
5,000
125
$216K ﹤0.01%
2,327
2 3 4
5
6