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RP

Riverbridge Partners Portfolio holdings

AUM $3.58B
1-Year Est. Return 4.02%
This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+4.02%
3 Year Est. Return
+40.43%
5 Year Est. Return
+44.7%
10 Year Est. Return
+473.33%
AUM
$3.58B
AUM Growth
-$505M
Cap. Flow
-$756M
Cap. Flow %
-21.11%
Top 10 Hldgs %
33.59%
Holding
209
New
17
Increased
38
Reduced
124
Closed
11

Top Buys

1
BOOT icon
Boot Barn
BOOT
+$10.9M
2
ETN icon
Eaton
ETN
+$10.9M
3
GRDN
Guardian Pharmacy Services
GRDN
+$9.47M
4
WHD icon
Cactus
WHD
+$8.53M
5
PI icon
Impinj
PI
+$7.31M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$32.4M
2
FIVE icon
Five Below
FIVE
+$30.9M
3
RBA icon
RB Global
RBA
+$26M
4
LOPE icon
Grand Canyon Education
LOPE
+$25.5M
5
MEDP icon
Medpace
MEDP
+$24.7M

Sector Composition

1 Technology 28.62%
2 Industrials 19.54%
3 Healthcare 19.36%
4 Consumer Discretionary 12.39%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DMB
151
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$203M
$890K 0.02%
80,654
-3,104
-4% -$33.8K
IWB icon
152
iShares Russell 1000 ETF
IWB
$48.5B
$821K 0.02%
2,004
+24
+1% +$9.51K
IWM icon
153
iShares Russell 2000 ETF
IWM
$82.3B
$798K 0.02%
2,655
+462
+21% +$130K
NBH
154
Neuberger Municipal Fund Inc
NBH
$309M
$797K 0.02%
75,573
-2,546
-3% -$26.3K
MYI icon
155
BlackRock MuniYield Quality Fund III
MYI
$736M
$791K 0.02%
71,237
-2,435
-3% -$26.6K
DMO
156
Western Asset Mortgage Opportunity Fund
DMO
$122M
$690K 0.02%
+64,397
New +$703K
JHI
157
John Hancock Investors Trust
JHI
$116M
$654K 0.02%
49,133
+1,370
+3% +$18.2K
PMO
158
Putnam Municipal Opportunities Trust
PMO
$296M
$609K 0.02%
57,807
-19,035
-25% -$199K
AMD icon
159
Advanced Micro Devices
AMD
$894B
$601K 0.02%
1,034
– –
HYT icon
160
BlackRock Corporate High Yield Fund
HYT
$1.39B
$594K 0.02%
69,343
-79
-0.1% -$678
VNQ icon
161
Vanguard Real Estate ETF
VNQ
$38.7B
$558K 0.02%
5,791
– –
DFIC icon
162
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
$557K 0.02%
14,944
– –
IWF icon
163
iShares Russell 1000 Growth ETF
IWF
$127B
$556K 0.02%
4,475
+1,091
+32% +$132K
VUG icon
164
Vanguard Growth ETF
VUG
$225B
$547K 0.02%
6,349
+1,741
+38% +$146K
WEA
165
Western Asset Premier Bond Fund
WEA
$126M
$532K 0.01%
+49,913
New +$530K
VBF icon
166
Invesco Bond Fund
VBF
$170M
$497K 0.01%
32,766
+931
+3% +$14K
ACN icon
167
Accenture
ACN
$82.3B
$464K 0.01%
3,725
+136
+4% +$23.6K
IUSG icon
168
iShares Core S&P US Growth ETF
IUSG
$32.2B
$421K 0.01%
2,237
-11
-0.5% -$1.99K
SYK icon
169
Stryker
SYK
$119B
$378K 0.01%
1,200
– –
SBI
170
Western Asset Intermediate Muni Fund
SBI
$111M
$367K 0.01%
46,630
-1,604
-3% -$12.5K
VTI icon
171
Vanguard Total Stock Market ETF
VTI
$665B
$311K 0.01%
839
+53
+7% +$19K
FMX icon
172
Fomento Económico Mexicano
FMX
$45.4B
$297K 0.01%
2,321
– –
CHE icon
173
Chemed
CHE
$6.53B
$274K 0.01%
588
-50,159
-99% -$21.1M
MFC icon
174
Manulife Financial
MFC
$69.3B
$267K 0.01%
+6,593
New +$255K
VTV icon
175
Vanguard Value ETF
VTV
$187B
$266K 0.01%
1,219
– –
4 5 6
7
8

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