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
$5B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$82.1M
2 +$26.7M
3 +$21M
4
VEEV icon
Veeva Systems
VEEV
+$12.3M
5
ATHN
Athenahealth, Inc.
ATHN
+$11.6M

Top Sells

1 +$103M
2 +$73.6M
3 +$28.3M
4
LKQ icon
LKQ Corp
LKQ
+$25.7M
5
EXAM
EXAMWORKS GROUP INC COM STK (DE)
EXAM
+$23.1M

Sector Composition

1 Technology 24.9%
2 Industrials 21.6%
3 Healthcare 20.11%
4 Consumer Discretionary 11.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$189M 3.79%
3,594,910
-84,265
2
$167M 3.34%
816,388
-18,222
3
$159M 3.19%
7,362,700
-156,140
4
$158M 3.17%
5,577,134
+738,941
5
$146M 2.92%
4,166,852
-72,998
6
$135M 2.71%
1,072,483
+92,178
7
$133M 2.66%
3,360,126
-52,231
8
$124M 2.48%
7,048,313
-143,732
9
$122M 2.44%
3,015,095
-56,003
10
$114M 2.28%
1,902,885
+150,739
11
$114M 2.28%
807,527
-15,116
12
$102M 2.03%
3,581,987
+320,481
13
$101M 2.03%
1,708,423
-57,498
14
$101M 2.01%
2,910,581
-59,643
15
$96.5M 1.93%
2,157,006
-41,694
16
$94.1M 1.88%
2,279,422
+297,689
17
$83.5M 1.67%
7,997,548
-250,104
18
$82.1M 1.64%
+2,185,552
19
$81.5M 1.63%
2,022,952
+232,643
20
$80.9M 1.62%
1,922,773
-34,205
21
$77.7M 1.56%
1,216,144
-21,484
22
$76.9M 1.54%
1,359,755
-25,879
23
$75.3M 1.51%
3,590,635
-79,253
24
$75M 1.5%
2,740,196
-54,704
25
$74.1M 1.48%
1,851,683
+267,643