RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
1-Year Return
18.26%
This Quarter Return
+6.75%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$5.55B
AUM Growth
+$71.4M
(+1.3%)
Cap. Flow
-$205M
Cap. Flow
% of AUM
-3.69%
Top 10 Holdings %
Top 10 Hldgs %
28.87%
Holding
138
New
5
Increased
9
Reduced
101
Closed
10
Top Buys
| 1 |
AMN Healthcare
AMN
|
$52.1M |
| 2 |
Paycom
PAYC
|
$44.1M |
| 3 |
Lennox International
LII
|
$26M |
| 4 |
Healthcare Services Group
HCSG
|
$23.4M |
| 5 |
Trupanion
TRUP
|
$20.1M |
Top Sells
| 1 |
Grand Canyon Education
LOPE
|
$78.9M |
| 2 |
Veeva Systems
VEEV
|
$38.1M |
| 3 |
FNGN
Financial Engines, Inc.
FNGN
|
$27.6M |
| 4 |
HEICO
HEI
|
$21.9M |
| 5 |
ULTI
Ultimate Software Group Inc
ULTI
|
$21.5M |
Sector Composition
| 1 | Technology | 27.8% |
| 2 | Industrials | 24.52% |
| 3 | Healthcare | 18.91% |
| 4 | Consumer Discretionary | 11.18% |
| 5 | Consumer Staples | 5.8% |