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RP

Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+4.02%
3 Year Est. Return
+40.43%
5 Year Est. Return
+44.7%
10 Year Est. Return
+473.33%
AUM
$3.58B
AUM Growth
-$505M
Cap. Flow
-$756M
Cap. Flow %
-21.11%
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11

Top Buys

1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN
Guardian Pharmacy Services
GRDN
+$9.47M
4
WHD icon
Cactus
WHD
+$8.53M
5
PI icon
Impinj
PI
+$7.31M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$32.4M
2
FIVE icon
Five Below
FIVE
+$30.9M
3
RBA icon
RB Global
RBA
+$26M
4
LOPE icon
Grand Canyon Education
LOPE
+$25.5M
5
MEDP icon
Medpace
MEDP
+$24.7M

Sector Composition

1 Technology 28.62%
2 Industrials 19.54%
3 Healthcare 19.36%
4 Consumer Discretionary 12.39%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
126
Abbott
ABT
$155B
$1.6M 0.04%
17,683
+696
+4% +$63.5K
FMN
127
Federated Hermes Premier Municipal Income Fund
FMN
$89.1M
$1.6M 0.04%
139,632
-1,262
-0.9% -$14.1K
PNI
128
PIMCO New York Municipal Income Fund II
PNI
$78.9M
$1.58M 0.04%
223,041
-220
-0.1% -$1.54K
PAYX icon
129
Paychex
PAYX
$38.9B
$1.48M 0.04%
15,074
-202
-1% -$19.1K
PCQ
130
Pimco California Municipal Income Fund
PCQ
$169M
$1.45M 0.04%
161,369
-492
-0.3% -$4.32K
HTGC icon
131
Hercules Capital
HTGC
$3B
$1.43M 0.04%
90,993
+321
+0.4% +$4.99K
MFM
132
Aberdeen Municipal Income Fund
MFM
$230M
$1.39M 0.04%
247,902
+66,641
+37% +$362K
SPSC icon
133
SPS Commerce
SPSC
$2.32B
$1.39M 0.04%
24,311
-383,074
-94% -$21.1M
GBDC icon
134
Golub Capital BDC
GBDC
$3.39B
$1.38M 0.04%
107,382
+1,073
+1% +$14K
PPT
135
Putnam Premier Income Trust
PPT
$328M
$1.37M 0.04%
393,732
-239,427
-38% -$834K
TSI
136
TCW Strategic Income Fund
TSI
$214M
$1.35M 0.04%
298,509
+8,436
+3% +$38.2K
MHD icon
137
BlackRock MuniHoldings Fund
MHD
$624M
$1.33M 0.04%
112,138
-3,736
-3% -$43.6K
MSIF
138
MSC Income Fund Inc
MSIF
$518M
$1.33M 0.04%
114,945
+1,371
+1% +$16.8K
SPY icon
139
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$1.27M 0.04%
1,694
– –
MMT
140
Aberdeen Multi-Market Income Fund
MMT
$242M
$1.23M 0.03%
+280,036
New +$1.27M
RSP icon
141
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.21M 0.03%
+5,673
New +$1.16M
BKT icon
142
BlackRock Income Trust
BKT
$342M
$1.2M 0.03%
111,623
+3,123
+3% +$33K
EFA icon
143
iShares MSCI EAFE ETF
EFA
$77B
$1.19M 0.03%
11,472
-5,242
-31% -$539K
TSCO icon
144
Tractor Supply
TSCO
$16B
$1.11M 0.03%
35,256
-447
-1% -$15.5K
VWO icon
145
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.1M 0.03%
18,480
-6,547
-26% -$385K
ZTS icon
146
Zoetis
ZTS
$31.1B
$1.08M 0.03%
15,078
+821
+6% +$77.3K
AFB
147
AllianceBernstein National Municipal Income Fund
AFB
$323M
$1M 0.03%
87,837
-67,192
-43% -$745K
BHK icon
148
BlackRock Core Bond Trust
BHK
$657M
$966K 0.03%
+105,350
New +$956K
BTZ icon
149
BlackRock Credit Allocation Income Trust
BTZ
$957M
$952K 0.03%
+93,180
New +$952K
LEO
150
BNY Mellon Strategic Municipals
LEO
$399M
$892K 0.02%
138,053
-220,260
-61% -$1.4M
4 5
6
7 8

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