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
$9.05B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$32.4M
3
+$29.5M
4
ENSG icon
The Ensign Group
ENSG
+$23.7M
5
GDDY icon
GoDaddy
GDDY
+$22.4M

Top Sells

1
+$29.9M
2
+$28.4M
3
+$19.3M
4
VRSK icon
Verisk Analytics
VRSK
+$7.29M
5
WST icon
West Pharmaceutical
WST
+$6.77M

Sector Composition

1 Technology 36.23%
2 Healthcare 21.28%
3 Industrials 17.25%
4 Consumer Discretionary 9.85%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$346M 3.82%
1,589,829
+160,270
2
$275M 3.04%
2,062,664
+152,367
3
$262M 2.9%
1,499,692
-110,097
4
$262M 2.89%
3,763,185
+197,761
5
$218M 2.41%
2,360,000
+78,450
6
$217M 2.4%
739,234
+45,291
7
$208M 2.3%
1,358,899
-194,656
8
$198M 2.19%
454,691
+17,019
9
$197M 2.18%
370,128
+21,180
10
$190M 2.09%
1,832,931
+151,430
11
$185M 2.05%
409,514
+16,659
12
$183M 2.02%
882,808
-35,132
13
$179M 1.98%
2,685,140
+236,070
14
$179M 1.97%
1,917,647
+112,548
15
$178M 1.97%
490,176
+18,500
16
$168M 1.86%
6,884,588
+234,880
17
$168M 1.85%
753,097
+15,719
18
$161M 1.78%
1,219,441
+48,683
19
$160M 1.77%
564,316
-23,904
20
$145M 1.6%
5,165,222
+278,765
21
$145M 1.6%
1,582,259
+43,960
22
$140M 1.55%
3,586,824
+130,303
23
$138M 1.52%
1,735,948
+133,940
24
$133M 1.47%
3,910,854
+213,226
25
$132M 1.46%
1,483,441
+104,063
1
2 3 4 5