RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
This Quarter Return
+8.06%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$5B
AUM Growth
+$5B
(+3.6%)
Cap. Flow
-$113M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
28.98%
Holding
139
New
6
Increased
31
Reduced
87
Closed
8
Top Buys
| 1 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$82.1M |
| 2 |
WAGE
WageWorks, Inc.
WAGE
|
$26.7M |
| 3 |
NATI
National Instruments Corp
NATI
|
$21M |
| 4 |
Veeva Systems
VEEV
|
$12.3M |
| 5 |
ATHN
Athenahealth, Inc.
ATHN
|
$11.6M |
Top Sells
| 1 |
FLTX
Fleetmatics Group PLC
FLTX
|
$103M |
| 2 |
IHS
IHS INC CL-A COM STK
IHS
|
$73.6M |
| 3 |
CVT
CVENT, INC.
CVT
|
$28.3M |
| 4 |
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% |