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
$7.49B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$58.1M
2
+$42.3M
3
+$30.9M
4
HLMN icon
Hillman Solutions
HLMN
+$28.1M
5
KNSL icon
Kinsale Capital Group
KNSL
+$15.1M

Top Sells

1
+$53.2M
2
+$34.7M
3
+$29.9M
4
HEI icon
HEICO Corp
HEI
+$23.3M
5
TYL icon
Tyler Technologies
TYL
+$21.3M

Sector Composition

1 Technology 38.24%
2 Healthcare 21%
3 Industrials 15.73%
4 Consumer Discretionary 9.67%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$307K ﹤0.01%
+3,415
152
$291K ﹤0.01%
1,676
153
$288K ﹤0.01%
28,062
-29,248
154
$282K ﹤0.01%
9,502
155
$255K ﹤0.01%
1,633
156
$253K ﹤0.01%
+38,487
157
$250K ﹤0.01%
+21,148
158
$248K ﹤0.01%
24,151
-71,933
159
$247K ﹤0.01%
8,350
160
$241K ﹤0.01%
27,272
-115,749
161
$233K ﹤0.01%
21,991
162
$232K ﹤0.01%
6,620
163
$230K ﹤0.01%
+7,340
164
$227K ﹤0.01%
9,296
165
$222K ﹤0.01%
3,365
166
$219K ﹤0.01%
5,534
167
$213K ﹤0.01%
20,235
+70
168
$212K ﹤0.01%
924
-423
169
$211K ﹤0.01%
19,944
-46,227
170
$180K ﹤0.01%
16,562
171
$152K ﹤0.01%
10,085
+10
172
$90.2K ﹤0.01%
36,951
+12,133
173
– –
-341,194
174
– –
-77,293
175
– –
-45,978
4 5 6
7
8