RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
This Quarter Return
+1.6%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$6.73B
AUM Growth
+$6.73B
(+7.8%)
Cap. Flow
+$609M
Cap. Flow
% of AUM
9.04%
Top 10 Holdings %
Top 10 Hldgs %
29.22%
Holding
200
New
5
Increased
109
Reduced
43
Closed
6
Top Buys
| 1 |
Align Technology
ALGN
|
$54.7M |
| 2 |
Cognex
CGNX
|
$47.4M |
| 3 |
Workiva
WK
|
$45.8M |
| 4 |
GTM
ZoomInfo Technologies
GTM
|
$44M |
| 5 |
Five Below
FIVE
|
$28.9M |
Top Sells
| 1 |
AVLR
Avalara, Inc.
AVLR
|
$129M |
| 2 |
Gentex
GNTX
|
$32.7M |
| 3 |
Middleby
MIDD
|
$19.7M |
| 4 |
Healthcare Services Group
HCSG
|
$12.8M |
| 5 |
Vimeo
VMEO
|
$12.1M |
Sector Composition
| 1 | Technology | 38.29% |
| 2 | Healthcare | 24.2% |
| 3 | Industrials | 15.21% |
| 4 | Consumer Discretionary | 9.01% |
| 5 | Consumer Staples | 3.9% |
