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
$7.13B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$31.4M
3
+$26.9M
4
KNSL icon
Kinsale Capital Group
KNSL
+$21M
5
FND icon
Floor & Decor
FND
+$20.9M

Top Sells

1
+$99.8M
2
+$46.5M
3
+$34.3M
4
FIVE icon
Five Below
FIVE
+$29M
5
ENSG icon
The Ensign Group
ENSG
+$22.4M

Sector Composition

1 Technology 37.9%
2 Healthcare 23.82%
3 Industrials 14.39%
4 Consumer Discretionary 9.85%
5 Consumer Staples 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$282M 3.96%
1,369,976
-140,767
2
$224M 3.14%
3,985,212
-93,568
3
$221M 3.1%
1,346,961
-27,529
4
$213M 2.99%
1,871,192
-188,298
5
$206M 2.89%
2,010,974
-167,083
6
$198M 2.78%
688,081
-11,351
7
$197M 2.77%
1,153,296
-21,054
8
$187M 2.63%
540,890
+33,504
9
$173M 2.43%
6,431,324
-98,144
10
$171M 2.4%
2,486,287
-40,054
11
$159M 2.23%
478,429
+2,056
12
$146M 2.05%
412,398
+858
13
$140M 1.96%
918,198
-25,325
14
$138M 1.93%
2,048,358
-37,478
15
$134M 1.88%
1,404,599
-234,183
16
$132M 1.85%
664,123
-11,938
17
$128M 1.79%
3,399,849
-52,229
18
$127M 1.78%
662,143
-8,882
19
$121M 1.7%
398,668
-1,493
20
$120M 1.68%
1,217,611
+213,073
21
$112M 1.57%
1,525,311
-582
22
$103M 1.44%
1,028,687
-31,780
23
$101M 1.42%
4,187,469
+285
24
$99.4M 1.39%
503,803
-7,240
25
$93.7M 1.31%
1,864,429
-29,511
1
2 3 4 5