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
$8B
AUM Growth
+$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$28.3M
3
+$25.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$17.1M
5
STVN icon
Stevanato
STVN
+$15.4M

Top Sells

1
+$27.4M
2
+$19.6M
3
+$17.9M
4
FAST icon
Fastenal
FAST
+$17.5M
5
ALRM icon
Alarm.com
ALRM
+$17.1M

Sector Composition

1 Technology 39.55%
2 Healthcare 22.28%
3 Industrials 13.22%
4 Consumer Discretionary 10.58%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$330M 4.13%
1,388,491
-82,317
2
$297M 3.72%
1,395,634
-67,129
3
$244M 3.04%
1,845,731
-28,814
4
$239M 2.99%
3,573,277
-253,290
5
$235M 2.94%
625,753
-16,253
6
$216M 2.69%
2,466,897
-45,909
7
$210M 2.62%
683,943
+43,036
8
$205M 2.56%
1,145,574
-24,591
9
$204M 2.54%
2,005,276
-46,309
10
$191M 2.38%
5,887,978
-540,114
11
$182M 2.27%
516,023
-7,996
12
$179M 2.24%
1,608,656
-21,932
13
$176M 2.2%
486,002
-16,685
14
$175M 2.18%
417,836
-12,734
15
$165M 2.06%
850,767
-32,385
16
$155M 1.94%
1,385,348
-19,439
17
$145M 1.82%
881,434
-23,337
18
$136M 1.69%
2,737,540
-75,800
19
$135M 1.69%
3,101,985
-344,288
20
$126M 1.57%
2,010,762
-53,294
21
$121M 1.51%
1,108,009
-27,768
22
$116M 1.45%
763,311
-15,538
23
$108M 1.35%
1,667,109
-265,316
24
$106M 1.32%
4,595,358
+348,328
25
$97.8M 1.22%
409,308
-16,222
1
2 3 4 5