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
101
$3.84M 0.06%
23,037
-234
102
$3.21M 0.05%
22,359
-241
103
$3.18M 0.05%
74,672
-497
104
$3.04M 0.05%
17,140
-157
105
$2.55M 0.04%
45,657
-588
106
$2.44M 0.04%
21,457
-255
107
$2.26M 0.04%
11,453
-135
108
$1.88M 0.03%
46,371
-564
109
$1.88M 0.03%
9,406
-110
110
$1.71M 0.03%
15,730
111
$1.69M 0.03%
+130,701
112
$1.49M 0.02%
+126,992
113
$1.37M 0.02%
36,723
-421
114
$1.27M 0.02%
+109,142
115
$1.23M 0.02%
5,478
+150
116
$1.21M 0.02%
+96,698
117
$1.19M 0.02%
+66,532
118
$1.19M 0.02%
+64,215
119
$1.12M 0.02%
4,736
+1,387
120
$1.06M 0.02%
+113,636
121
$986K 0.02%
+112,927
122
$979K 0.02%
+105,492
123
$965K 0.02%
52,865
-19,498
124
$943K 0.02%
+100,902
125
$901K 0.01%
3,300
3 4
5
6 7