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
$8.78B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$88.6M
2 +$55M
3 +$47.3M
4
MEDP icon
Medpace
MEDP
+$46.4M
5
CRL icon
Charles River Laboratories
CRL
+$45M

Top Sells

1 +$110M
2 +$89.3M
3 +$83.5M
4
TDOC icon
Teladoc Health
TDOC
+$71.5M
5
FIVN icon
FIVE9
FIVN
+$47.7M

Sector Composition

1 Technology 34.63%
2 Healthcare 21.98%
3 Industrials 16.54%
4 Consumer Discretionary 9.94%
5 Consumer Staples 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$324M 3.69%
1,560,010
-29,819
2
$294M 3.35%
2,745,161
+827,514
3
$282M 3.22%
1,480,412
-19,280
4
$263M 3%
4,496,671
+733,486
5
$243M 2.77%
917,898
+178,664
6
$221M 2.52%
2,039,672
-22,992
7
$200M 2.27%
469,972
+15,281
8
$199M 2.26%
2,417,060
+57,060
9
$182M 2.07%
771,972
+18,875
10
$176M 2.01%
7,012,566
+127,978
11
$172M 1.95%
505,154
+14,978
12
$167M 1.9%
592,124
+27,808
13
$160M 1.82%
906,009
+23,201
14
$157M 1.79%
424,565
+15,051
15
$157M 1.79%
1,247,861
+28,420
16
$153M 1.75%
1,775,341
-57,590
17
$150M 1.71%
2,624,292
-60,848
18
$144M 1.64%
314,002
-56,126
19
$144M 1.63%
5,119,956
-45,266
20
$141M 1.6%
1,419,671
-63,770
21
$136M 1.55%
3,823,815
-87,039
22
$135M 1.54%
1,531,816
-50,443
23
$128M 1.46%
1,362,163
+420,751
24
$126M 1.44%
3,666,141
+79,317
25
$125M 1.43%
1,060,299
+19,698