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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$13M
3
+$1.91M
4
TSM icon
TSMC
TSM
+$1.78M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.53M

Top Sells

1
+$90M
2
+$27.8M
3
+$17.9M
4
HEI icon
HEICO Corp
HEI
+$16.2M
5
MEDP icon
Medpace
MEDP
+$11.1M

Sector Composition

1 Technology 36.75%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$429K 0.01%
31,650
+3,090
152
$416K 0.01%
42,952
-25,454
153
$397K 0.01%
38,554
+3,605
154
$371K 0.01%
35,080
+2,377
155
$353K 0.01%
66,582
+6,329
156
$323K 0.01%
2,152
-13,775
157
$307K ﹤0.01%
3,415
158
$297K ﹤0.01%
42,339
+182
159
$280K ﹤0.01%
29,003
+4,938
160
$276K ﹤0.01%
764
-584
161
$276K ﹤0.01%
1,003
-836
162
$243K ﹤0.01%
+905
163
$242K ﹤0.01%
+3,298
164
$240K ﹤0.01%
+7,226
165
$239K ﹤0.01%
23,913
+2,925
166
$237K ﹤0.01%
24,966
+1,688
167
$230K ﹤0.01%
+9,053
168
$226K ﹤0.01%
21,991
+6,628
169
$220K ﹤0.01%
+7,057
170
$206K ﹤0.01%
+5,411
171
$205K ﹤0.01%
20,620
+1,397
172
$177K ﹤0.01%
+11,469
173
– –
-25,815
174
– –
-11,570
175
– –
-10,482
4 5 6
7
8