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
$5.29B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$80.5M
2 +$31.2M
3 +$29.7M
4
FIVN icon
FIVE9
FIVN
+$28.2M
5
DSGX icon
Descartes Systems
DSGX
+$26M

Top Sells

1 +$162M
2 +$79M
3 +$46.3M
4
VEEV icon
Veeva Systems
VEEV
+$29.5M
5
WBA
Walgreens Boots Alliance
WBA
+$28.4M

Sector Composition

1 Technology 32.05%
2 Healthcare 20.84%
3 Industrials 18.54%
4 Consumer Discretionary 10%
5 Consumer Staples 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$162M 3.06%
1,393,888
-54,732
2
$147M 2.79%
2,658,070
-128,850
3
$142M 2.69%
1,407,417
-47,785
4
$140M 2.65%
1,197,493
-50,994
5
$135M 2.56%
4,076,884
-156,751
6
$134M 2.54%
372,495
-61,044
7
$129M 2.44%
965,652
-590,587
8
$120M 2.27%
1,001,773
-44,138
9
$117M 2.2%
1,754,498
+230,937
10
$116M 2.2%
1,841,221
-108,611
11
$116M 2.19%
713,722
-181,693
12
$115M 2.18%
785,212
-37,799
13
$112M 2.11%
2,662,338
-109,661
14
$107M 2.02%
796,242
-3,277
15
$102M 1.93%
1,906,518
+481,071
16
$99.5M 1.88%
6,106,840
-288,524
17
$94.4M 1.79%
3,114,692
-23,766
18
$93.2M 1.76%
454,839
-25,167
19
$88M 1.67%
3,577,500
-153,860
20
$87.9M 1.66%
406,943
+85,579
21
$87.5M 1.66%
385,998
-17,184
22
$84.9M 1.61%
1,332,033
-59,090
23
$83.1M 1.57%
1,594,300
-103,084
24
$80.5M 1.52%
+662,756
25
$75.9M 1.44%
2,131,098
+574,896