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
$9.85B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$82.5M
2
+$57.4M
3
+$56.9M
4
VMEO icon
Vimeo
VMEO
+$47.5M
5
GKOS icon
Glaukos
GKOS
+$46.5M

Top Sells

1
+$58.1M
2
+$42.5M
3
+$41.7M
4
FND icon
Floor & Decor
FND
+$31M
5
WSC icon
WillScot Mobile Mini Holdings
WSC
+$27.1M

Sector Composition

1 Technology 36.82%
2 Healthcare 23.55%
3 Industrials 15.25%
4 Consumer Discretionary 9.1%
5 Communication Services 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$333M 3.39%
1,520,948
-39,062
2
$298M 3.03%
1,543,234
+62,822
3
$275M 2.79%
4,637,425
+140,754
4
$257M 2.61%
2,861,417
+116,256
5
$249M 2.53%
1,016,623
+98,725
6
$236M 2.4%
2,122,326
+82,654
7
$221M 2.25%
616,752
+24,628
8
$214M 2.17%
788,396
+16,424
9
$209M 2.12%
2,519,018
+101,958
10
$207M 2.11%
458,494
-11,478
11
$191M 1.94%
2,739,080
+114,788
12
$189M 1.91%
7,251,234
+238,668
13
$185M 1.88%
1,485,322
+65,651
14
$183M 1.86%
526,665
+21,511
15
$181M 1.84%
1,296,945
+49,084
16
$179M 1.81%
1,604,202
+72,386
17
$168M 1.7%
5,309,865
+189,909
18
$165M 1.67%
863,048
+298,036
19
$164M 1.67%
940,868
+34,859
20
$164M 1.66%
450,180
+25,615
21
$157M 1.59%
1,850,343
+75,002
22
$150M 1.52%
1,729,572
+367,409
23
$146M 1.48%
308,165
-5,837
24
$146M 1.48%
116,409
+8,418
25
$137M 1.4%
798,920
+28,980
1
2 3 4 5