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
$5.38B
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$22.9M
3
+$20.3M
4
BECN
Beacon Roofing Supply, Inc.
BECN
+$18.8M
5
WOLF icon
Wolfspeed
WOLF
+$17.5M

Top Sells

1
+$71.2M
2
+$48.1M
3
+$45.7M
4
MD icon
Pediatrix Medical
MD
+$35.8M
5
RRTS
RoadRunner Transportation Systems, Inc.
RRTS
+$31M

Sector Composition

1 Technology 23.66%
2 Industrials 20.37%
3 Healthcare 17.97%
4 Consumer Discretionary 11.71%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$247M 4.6%
4,568,086
-148,879
2
$175M 3.25%
1,190,301
-10,415
3
$163M 3.03%
6,052,405
-232,981
4
$156M 2.9%
8,490,700
+563,850
5
$152M 2.83%
1,043,467
-36,857
6
$150M 2.79%
8,297,964
-128,218
7
$148M 2.75%
4,758,184
-156,019
8
$142M 2.64%
1,833,376
-62,168
9
$132M 2.46%
2,280,715
-40,149
10
$126M 2.34%
12,841,338
-468,477
11
$123M 2.28%
1,853,884
-541,150
12
$121M 2.24%
2,461,368
-165,333
13
$116M 2.16%
2,114,587
-877,790
14
$115M 2.14%
1,710,971
+341,100
15
$114M 2.12%
6,123,752
-358,853
16
$107M 1.99%
1,011,370
-33,802
17
$107M 1.98%
2,404,573
-94,347
18
$106M 1.97%
3,804,617
+675,768
19
$106M 1.96%
2,262,308
-62,731
20
$96.7M 1.8%
737,791
-9,375
21
$94M 1.75%
3,343,090
-63,669
22
$92.4M 1.72%
2,987,072
-11,814
23
$83.2M 1.55%
1,824,634
-28,243
24
$82.4M 1.53%
1,795,291
-72,365
25
$78.3M 1.46%
1,932,557
-339,538
1
2 3 4 5