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
$4.87B
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$39.4M
3
+$30.7M
4
ELLI
Ellie Mae Inc
ELLI
+$30.4M
5
FAST icon
Fastenal
FAST
+$22.6M

Top Sells

1
+$90.4M
2
+$55.2M
3
+$51.3M
4
ULTI
Ultimate Software Group Inc
ULTI
+$26.8M
5
ATHN
Athenahealth, Inc.
ATHN
+$24.6M

Sector Composition

1 Technology 25%
2 Industrials 22.6%
3 Healthcare 18.81%
4 Consumer Discretionary 11.9%
5 Consumer Staples 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-165,663
127
– –
-96,190
128
– –
-2,625
129
– –
-202,367
130
– –
-2,363
131
– –
-189,283
132
– –
-1,163,546
133
– –
-32,545
2 3 4 5
6