RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
This Quarter Return
+12.27%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$8B
AUM Growth
+$677M
(+9.2%)
Cap. Flow
-$134M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
29.61%
Holding
212
New
20
Increased
65
Reduced
104
Closed
10
Top Buys
| 1 |
DoubleVerify
DV
|
$43.5M |
| 2 |
CCC Intelligent Solutions
CCCS
|
$28.3M |
| 3 |
Option Care Health
OPCH
|
$25.1M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$17.1M |
| 5 |
Stevanato
STVN
|
$15.4M |
Top Sells
| 1 |
IAC Inc
IAC
|
$27.4M |
| 2 |
Globant
GLOB
|
$19.6M |
| 3 |
OrthoPediatrics
KIDS
|
$17.9M |
| 4 |
Fastenal
FAST
|
$17.5M |
| 5 |
Alarm.com
ALRM
|
$17.1M |
Sector Composition
| 1 | Technology | 39.55% |
| 2 | Healthcare | 22.28% |
| 3 | Industrials | 13.22% |
| 4 | Consumer Discretionary | 10.58% |
| 5 | Consumer Staples | 4.38% |
