RP
Riverbridge Partners Portfolio holdings
AUM
$6.22B
1-Year Return
18.26%
This Quarter Return
+8.91%
1 Year Return
+18.26%
3 Year Return
+76.4%
5 Year Return
+102.51%
10 Year Return
+486.47%
AUM
$8.2B
AUM Growth
+$191M
(+2.4%)
Cap. Flow
-$310M
Cap. Flow
% of AUM
-3.79%
Top 10 Holdings %
Top 10 Hldgs %
28.54%
Holding
209
New
7
Increased
42
Reduced
110
Closed
35
Top Buys
| 1 |
Kinsale Capital Group
KNSL
|
$33.1M |
| 2 |
Paycom
PAYC
|
$29.6M |
| 3 |
Fair Isaac
FICO
|
$24.9M |
| 4 |
Descartes Systems
DSGX
|
$24M |
| 5 |
PWSC
PowerSchool Holdings, Inc.
PWSC
|
$19.9M |
Top Sells
| 1 |
Fastenal
FAST
|
$49.8M |
| 2 |
CoStar Group
CSGP
|
$46.8M |
| 3 |
Medpace
MEDP
|
$31.4M |
| 4 |
ANSS
Ansys
ANSS
|
$27.9M |
| 5 |
Ecolab
ECL
|
$26.8M |
Sector Composition
| 1 | Technology | 39.84% |
| 2 | Healthcare | 22.9% |
| 3 | Industrials | 12.81% |
| 4 | Consumer Discretionary | 10.19% |
| 5 | Consumer Staples | 4.47% |
