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
$5.52B
AUM Growth
+$912M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$49.1M
3
+$46.3M
4
RRTS
RoadRunner Transportation Systems, Inc.
RRTS
+$39.9M
5
TTSH icon
Tile Shop Holdings
TTSH
+$31.3M

Top Sells

1
+$57.7M
2
+$50.7M
3
+$43.6M
4
LKQ icon
LKQ Corp
LKQ
+$40.2M
5
MDT icon
Medtronic
MDT
+$7.89M

Sector Composition

1 Technology 23.94%
2 Industrials 19.35%
3 Healthcare 14.93%
4 Consumer Discretionary 10.52%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$224M 4.06%
4,791,847
+1,341,677
2
$189M 3.43%
1,232,846
+83,915
3
$159M 2.88%
4,966,070
+541,849
4
$154M 2.79%
8,333,400
+293,930
5
$151M 2.73%
1,121,012
+125,950
6
$147M 2.66%
2,779,576
+310,155
7
$146M 2.65%
1,937,037
+214,074
8
$142M 2.58%
8,619,848
+725,062
9
$141M 2.57%
6,170,658
+2,139,869
10
$138M 2.5%
3,130,342
+359,154
11
$131M 2.38%
3,005,485
+391,874
12
$130M 2.36%
2,438,379
+255,189
13
$126M 2.29%
3,137,012
+340,153
14
$124M 2.24%
13,791,317
+1,595,410
15
$123M 2.23%
2,556,328
+296,315
16
$117M 2.12%
1,529,459
+159,256
17
$113M 2.06%
6,615,539
+782,095
18
$112M 2.03%
1,884,099
+193,425
19
$107M 1.94%
4,509,996
+177,252
20
$103M 1.87%
3,131,038
-1,221,746
21
$99.1M 1.8%
2,407,348
-1,567
22
$96.5M 1.75%
1,355,185
+155,157
23
$88M 1.6%
1,381,680
+329,531
24
$87.1M 1.58%
1,906,966
+185,930
25
$81.6M 1.48%
702,407
+55,671
1
2 3 4 5