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
$5.08B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1 +$32.9M
2 +$25.3M
3 +$25.2M
4
V icon
Visa
V
+$22.9M
5
MINI
Mobile Mini Inc
MINI
+$16M

Top Sells

1 +$87.2M
2 +$37.1M
3 +$33.8M
4
CHE icon
Chemed
CHE
+$21.4M
5
PDCO
Patterson Companies, Inc.
PDCO
+$15.3M

Sector Composition

1 Technology 25.83%
2 Industrials 23.43%
3 Healthcare 16.86%
4 Consumer Discretionary 11.26%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$212M 4.18%
2,337,088
-142,121
2
$154M 3.03%
5,728,520
-226,480
3
$151M 2.98%
2,803,728
-158,040
4
$149M 2.93%
1,850,924
-116,941
5
$148M 2.91%
3,498,799
-2,067,278
6
$138M 2.73%
3,010,463
-156,445
7
$132M 2.61%
698,099
-29,050
8
$122M 2.4%
981,741
-52,101
9
$115M 2.26%
2,092,038
-126,250
10
$114M 2.25%
565,450
-105,841
11
$109M 2.14%
3,435,861
-204,299
12
$104M 2.06%
5,273,063
+592,011
13
$88.4M 1.74%
1,566,914
-56,379
14
$88M 1.73%
7,725,744
+199,200
15
$83.3M 1.64%
1,624,850
-87,247
16
$82.6M 1.63%
4,029,462
+22,747
17
$82.4M 1.62%
1,981,330
-147,902
18
$80.4M 1.58%
966,938
+10,785
19
$80.3M 1.58%
2,801,854
-192,377
20
$74.2M 1.46%
1,684,163
+16,670
21
$72.4M 1.43%
590,278
+6,260
22
$68.5M 1.35%
1,061,467
-91,786
23
$68.1M 1.34%
914,586
-7,988
24
$65.9M 1.3%
2,181,884
-160,184
25
$65.3M 1.29%
1,013,080
-7,804