RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
1-Year Return
18.26%
This Quarter Return
+8.05%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$5.29B
AUM Growth
+$137M
(+2.7%)
Cap. Flow
-$196M
Cap. Flow
% of AUM
-3.71%
Top 10 Holdings %
Top 10 Hldgs %
25.42%
Holding
143
New
11
Increased
24
Reduced
86
Closed
7
Top Buys
| 1 |
AMED
Amedisys
AMED
|
$80.5M |
| 2 |
National Vision
EYE
|
$31.2M |
| 3 |
Danaher
DHR
|
$29.7M |
| 4 |
FIVE9
FIVN
|
$28.2M |
| 5 |
Descartes Systems
DSGX
|
$26M |
Top Sells
| 1 |
ULTI
Ultimate Software Group Inc
ULTI
|
$162M |
| 2 |
HEICO
HEI
|
$79M |
| 3 |
WAGE
WageWorks, Inc.
WAGE
|
$46.3M |
| 4 |
Veeva Systems
VEEV
|
$29.5M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$28.4M |
Sector Composition
| 1 | Technology | 32.05% |
| 2 | Healthcare | 20.84% |
| 3 | Industrials | 18.54% |
| 4 | Consumer Discretionary | 10% |
| 5 | Consumer Staples | 4.76% |