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
$4.85B
AUM Growth
-$450M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$34.6M
3
+$34.5M
4
PRO icon
PROS Holdings
PRO
+$33.6M
5
CVT
CVENT, INC.
CVT
+$31.8M

Top Sells

1
+$167M
2
+$43.7M
3
+$41.4M
4
FI icon
Fiserv
FI
+$21.5M
5
WOLF icon
Wolfspeed
WOLF
+$19.3M

Sector Composition

1 Technology 24.15%
2 Industrials 22.03%
3 Healthcare 20.42%
4 Consumer Discretionary 12.07%
5 Consumer Staples 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$196M 4.04%
1,096,056
-23,866
2
$176M 3.62%
3,886,060
-67,770
3
$149M 3.07%
1,117,392
-21,927
4
$137M 2.83%
7,940,210
-143,050
5
$131M 2.7%
1,706,135
-29,083
6
$124M 2.56%
930,873
-16,698
7
$123M 2.53%
1,832,128
+192,540
8
$122M 2.51%
3,609,526
-22,779
9
$121M 2.5%
4,359,463
-120,275
10
$117M 2.42%
7,572,475
-144,530
11
$116M 2.39%
4,485,198
-85,984
12
$114M 2.35%
2,995,523
+366,956
13
$114M 2.34%
3,497,885
-175,468
14
$111M 2.29%
2,100,543
-45,124
15
$106M 2.19%
2,331,797
-53,119
16
$90.4M 1.86%
1,163,546
-533,429
17
$89.3M 1.84%
3,149,159
+19,971
18
$89.2M 1.84%
1,497,870
-49,292
19
$87.1M 1.8%
625,279
+10,197
20
$85M 1.75%
7,115,659
-3,662,260
21
$82.3M 1.7%
4,877,080
-108,856
22
$81.2M 1.67%
1,674,001
-47,897
23
$74.6M 1.54%
643,325
+12,595
24
$73.8M 1.52%
2,191,900
+943,780
25
$70.5M 1.45%
1,748,017
+2,771
1
2 3 4 5