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
$5.57B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$28.4M
3
+$24.4M
4
ROG icon
Rogers Corp
ROG
+$22.4M
5
DHR icon
Danaher
DHR
+$14.2M

Top Sells

1
+$43.4M
2
+$40.6M
3
+$26.9M
4
TDOC icon
Teladoc Health
TDOC
+$25.6M
5
MMM icon
3M
MMM
+$14.2M

Sector Composition

1 Technology 33.34%
2 Healthcare 20.84%
3 Industrials 17.38%
4 Consumer Discretionary 9.35%
5 Consumer Staples 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$164M 2.95%
1,714,395
+514,236
2
$161M 2.89%
366,288
-6,460
3
$153M 2.75%
1,510,317
-28,396
4
$151M 2.72%
2,529,170
-3,910
5
$150M 2.7%
3,499,689
-220,418
6
$150M 2.69%
1,415,083
+5,503
7
$131M 2.36%
1,026,073
-2,791
8
$123M 2.21%
411,180
-924
9
$121M 2.17%
1,445,598
-305,187
10
$119M 2.13%
794,380
-825
11
$117M 2.1%
454,692
-3,235
12
$116M 2.08%
734,735
-69,993
13
$114M 2.05%
6,188,842
-3,092
14
$112M 2.01%
979,393
-3,645
15
$111M 1.99%
2,621,937
-16,420
16
$111M 1.99%
663,939
-5,078
17
$103M 1.85%
388,430
-912
18
$102M 1.82%
3,505,751
-64,428
19
$101M 1.81%
718,202
-7,361
20
$97.9M 1.76%
2,457,044
-48,216
21
$97.4M 1.75%
1,889,443
-3,531
22
$88.5M 1.59%
588,655
-3,494
23
$85.1M 1.53%
1,551,432
-35,924
24
$82.7M 1.48%
1,379,432
-22,763
25
$81.6M 1.46%
675,222
-18,207
1
2 3 4 5