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
$4.78B
AUM Growth
-$793M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$33M
3
+$22.9M
4
HCSG icon
Healthcare Services Group
HCSG
+$22.5M
5
FIVE icon
Five Below
FIVE
+$19M

Top Sells

1
+$83.1M
2
+$20.2M
3
+$16.1M
4
HSTM icon
HealthStream
HSTM
+$15.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.3M

Sector Composition

1 Technology 32.38%
2 Healthcare 23.69%
3 Industrials 15.81%
4 Consumer Discretionary 8.81%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K ﹤0.01%
+6,150
127
$124K ﹤0.01%
15,300
128
$12K ﹤0.01%
+5,100
129
– –
-1,750
130
– –
-555,273
131
– –
-3,808
132
– –
-562,791
133
– –
-25,083
134
– –
-51,999
135
– –
-4,628
2 3 4 5
6