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
$5.55B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$44.1M
3
+$26M
4
HCSG icon
Healthcare Services Group
HCSG
+$23.4M
5
TRUP icon
Trupanion
TRUP
+$20.1M

Top Sells

1
+$78.9M
2
+$38.1M
3
+$27.6M
4
HEI icon
HEICO Corp
HEI
+$21.9M
5
ULTI
Ultimate Software Group Inc
ULTI
+$21.5M

Sector Composition

1 Technology 27.8%
2 Industrials 24.52%
3 Healthcare 18.91%
4 Consumer Discretionary 11.18%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$206M 3.72%
1,733,068
-51,515
2
$182M 3.28%
1,859,497
-145,548
3
$166M 2.99%
4,854,833
-153,774
4
$163M 2.93%
505,057
-35,630
5
$159M 2.87%
1,428,186
-707,327
6
$150M 2.7%
582,264
-83,541
7
$148M 2.67%
3,429,422
+542,327
8
$146M 2.63%
2,000,193
-300,748
9
$146M 2.63%
915,520
-26,199
10
$137M 2.47%
3,257,400
-100,552
11
$125M 2.25%
3,031,610
-132,040
12
$113M 2.04%
4,923,722
-159,775
13
$101M 1.82%
2,624,790
-78,482
14
$99M 1.78%
1,743,320
+169,213
15
$95.9M 1.73%
891,093
-19,946
16
$92.8M 1.67%
532,772
-20,809
17
$90.9M 1.64%
2,484,602
-60,343
18
$85.4M 1.54%
34,052
-695
19
$84.9M 1.53%
7,053,980
-190,808
20
$80.5M 1.45%
815,838
-40,883
21
$80.2M 1.45%
3,430,501
-182,954
22
$78.6M 1.42%
1,523,602
-63,310
23
$78.2M 1.41%
1,951,500
-66,798
24
$77.6M 1.4%
912,660
-7,940
25
$77.1M 1.39%
1,002,562
-495,745
1
2 3 4 5