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
$5.98B
AUM Growth
+$434M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$28.8M
3
+$27M
4
NVDA icon
NVIDIA
NVDA
+$24.1M
5
NFLX icon
Netflix
NFLX
+$23.6M

Top Sells

1
+$86.9M
2
+$62M
3
+$27.2M
4
FRPT icon
Freshpet
FRPT
+$24.9M
5
HEI icon
HEICO Corp
HEI
+$23.5M

Sector Composition

1 Technology 29.58%
2 Industrials 24.3%
3 Healthcare 19.79%
4 Consumer Discretionary 10.25%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$272M 4.54%
1,679,478
-53,590
2
$181M 3.02%
561,539
-20,725
3
$170M 2.85%
4,710,157
-144,676
4
$162M 2.7%
1,746,065
-254,128
5
$156M 2.62%
489,497
-15,560
6
$156M 2.62%
1,386,603
-41,583
7
$155M 2.59%
1,191,303
-668,194
8
$152M 2.55%
3,150,545
-106,855
9
$142M 2.38%
3,502,789
+73,367
10
$124M 2.08%
2,955,970
-75,640
11
$118M 1.98%
885,255
-30,265
12
$107M 1.79%
982,221
-20,341
13
$105M 1.76%
871,024
-20,069
14
$102M 1.71%
4,763,499
-160,223
15
$101M 1.69%
1,984,336
-79,116
16
$99.9M 1.67%
6,889,672
-164,308
17
$99.1M 1.66%
1,680,156
-63,164
18
$97.5M 1.63%
3,431,509
-104,670
19
$97.3M 1.63%
521,395
-11,377
20
$91.6M 1.53%
800,607
-15,231
21
$91.5M 1.53%
2,542,962
-81,828
22
$90.2M 1.51%
3,343,142
-87,359
23
$87.1M 1.46%
1,517,237
+315,895
24
$85M 1.42%
346,911
+110,306
25
$83.7M 1.4%
2,388,880
-95,722
1
2 3 4 5