RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
1-Year Return
18.26%
This Quarter Return
-4.38%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$7.33B
AUM Growth
-$605M
(-7.6%)
Cap. Flow
-$156M
Cap. Flow
% of AUM
-2.13%
Top 10 Holdings %
Top 10 Hldgs %
29.34%
Holding
201
New
9
Increased
53
Reduced
98
Closed
9
Top Buys
| 1 |
Option Care Health
OPCH
|
$39.3M |
| 2 |
Repligen
RGEN
|
$39M |
| 3 |
Trade Desk
TTD
|
$37.2M |
| 4 |
PWSC
PowerSchool Holdings, Inc.
PWSC
|
$33.4M |
| 5 |
Toast
TOST
|
$30.3M |
Top Sells
| 1 |
AMED
Amedisys
AMED
|
$145M |
| 2 |
Verisk Analytics
VRSK
|
$32.8M |
| 3 |
Ollie's Bargain Outlet
OLLI
|
$32.3M |
| 4 |
Healthcare Services Group
HCSG
|
$28.3M |
| 5 |
National Vision
EYE
|
$24.9M |
Sector Composition
| 1 | Technology | 39.25% |
| 2 | Healthcare | 22.49% |
| 3 | Industrials | 13.64% |
| 4 | Consumer Discretionary | 9.95% |
| 5 | Consumer Staples | 4.14% |
