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
$7.93B
AUM Growth
+$799M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$50.7M
3
+$47.4M
4
ACVA icon
ACV Auctions
ACVA
+$42.3M
5
FND icon
Floor & Decor
FND
+$31.3M

Top Sells

1
+$74M
2
+$30M
3
+$29.4M
4
VRSK icon
Verisk Analytics
VRSK
+$22.1M
5
CERT icon
Certara
CERT
+$22.1M

Sector Composition

1 Technology 37.71%
2 Healthcare 23.91%
3 Industrials 14.11%
4 Consumer Discretionary 10.28%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$274M 3.45%
1,393,037
+23,061
2
$269M 3.4%
1,498,698
+151,737
3
$244M 3.08%
4,066,248
+81,036
4
$228M 2.88%
2,567,355
+81,068
5
$228M 2.87%
669,185
-18,896
6
$216M 2.72%
563,503
+22,613
7
$213M 2.68%
2,094,779
+83,805
8
$212M 2.67%
1,198,169
+44,873
9
$197M 2.48%
1,909,644
+38,452
10
$197M 2.48%
6,679,948
+248,624
11
$183M 2.3%
438,858
+26,460
12
$173M 2.19%
902,513
-15,685
13
$170M 2.15%
515,995
+37,566
14
$170M 2.14%
921,207
+257,084
15
$158M 1.99%
1,518,644
+301,033
16
$157M 1.97%
651,706
+211,011
17
$150M 1.9%
3,513,798
+113,949
18
$143M 1.8%
1,559,572
+34,261
19
$137M 1.72%
1,431,183
+26,584
20
$135M 1.7%
420,233
+21,565
21
$128M 1.61%
564,307
-97,836
22
$122M 1.54%
2,894,440
-271,420
23
$113M 1.43%
4,344,042
+2,084,802
24
$113M 1.43%
2,107,046
+58,688
25
$102M 1.29%
1,976,234
+111,805
1
2 3 4 5