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
176
– –
-36,937
177
– –
-42,072
178
– –
-26,580
179
– –
-9,296
180
– –
-990
181
– –
-11,095
182
– –
-29,863
4 5 6 7
8