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
$10.1B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$46.3M
3
+$40.9M
4
FIVN icon
FIVE9
FIVN
+$36.1M
5
PYPL icon
PayPal
PYPL
+$34.9M

Top Sells

1
+$89.7M
2
+$39.6M
3
+$37M
4
ROG icon
Rogers Corp
ROG
+$36.3M
5
NVDA icon
NVIDIA
NVDA
+$35M

Sector Composition

1 Technology 38.38%
2 Healthcare 23%
3 Industrials 15.49%
4 Consumer Discretionary 8.61%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$458M 4.53%
1,457,038
+13,244
2
$326M 3.22%
1,575,378
+32,198
3
$290M 2.87%
618,209
+24
4
$287M 2.84%
4,691,463
+44,662
5
$259M 2.57%
771,511
-22,385
6
$257M 2.54%
1,588,750
+576,633
7
$246M 2.44%
457,737
-1,065
8
$239M 2.36%
2,784,752
-78,169
9
$233M 2.3%
7,273,332
-13,968
10
$224M 2.22%
2,165,197
+42,670
11
$219M 2.17%
1,437,845
-58,788
12
$217M 2.15%
949,187
+943
13
$212M 2.1%
528,222
+1,059
14
$198M 1.95%
1,514,534
-85,052
15
$196M 1.94%
2,476,376
-31,970
16
$189M 1.87%
1,312,584
+33
17
$185M 1.83%
445,201
-4,715
18
$177M 1.75%
751,000
-108,298
19
$163M 1.61%
1,917,923
+75,896
20
$158M 1.56%
2,822,772
+96,490
21
$145M 1.44%
1,730,854
+7,614
22
$132M 1.3%
788,940
-14,140
23
$131M 1.29%
3,817,135
-18,957
24
$130M 1.28%
2,853,389
+51,175
25
$126M 1.24%
881,843
-68,994
1
2 3 4 5