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
$6.37B
AUM Growth
+$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$31.2M
3
+$26.6M
4
WK icon
Workiva
WK
+$25.9M
5
JKHY icon
Jack Henry & Associates
JKHY
+$25.4M

Top Sells

1
+$54.6M
2
+$48.9M
3
+$30.2M
4
AYI icon
Acuity Brands
AYI
+$18.1M
5
EVH icon
Evolent Health
EVH
+$18.1M

Sector Composition

1 Technology 35.27%
2 Healthcare 21.17%
3 Industrials 16.56%
4 Consumer Discretionary 8.92%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$212M 3.32%
1,412,406
+8,131
2
$171M 2.69%
1,524,498
+17,376
3
$171M 2.69%
2,412,370
-72,670
4
$159M 2.5%
1,759,186
+33,691
5
$157M 2.46%
1,889,833
+6,452
6
$152M 2.38%
336,362
-28,503
7
$147M 2.3%
720,662
+8,014
8
$146M 2.29%
420,630
+14,399
9
$143M 2.25%
3,508,541
+42,206
10
$139M 2.19%
1,303,692
+7,134
11
$138M 2.16%
605,681
+21,679
12
$136M 2.14%
800,074
+21,098
13
$135M 2.12%
6,310,318
+227,608
14
$133M 2.09%
672,069
+11,328
15
$132M 2.07%
452,351
+12,713
16
$123M 1.93%
2,431,622
-8,978
17
$119M 1.87%
623,555
-286,127
18
$118M 1.85%
502,514
-208,415
19
$117M 1.83%
376,787
+13,629
20
$110M 1.73%
1,103,552
+90,489
21
$108M 1.7%
1,668,717
-10,287
22
$104M 1.62%
4,231,582
+632,557
23
$102M 1.61%
2,643,828
+40,356
24
$102M 1.61%
1,549,996
+10,744
25
$97.2M 1.53%
2,505,494
+34,970
1
2 3 4 5