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
$7.36B
AUM Growth
-$837M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$37.2M
3
+$27.7M
4
TRNS icon
Transcat
TRNS
+$24M
5
DV icon
DoubleVerify
DV
+$12.2M

Top Sells

1
+$65.2M
2
+$63.7M
3
+$36M
4
MEDP icon
Medpace
MEDP
+$28.9M
5
RBA icon
RB Global
RBA
+$28.6M

Sector Composition

1 Technology 40.32%
2 Healthcare 21.75%
3 Industrials 13.74%
4 Consumer Discretionary 9.71%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$264M 3.59%
590,484
-10,292
2
$259M 3.52%
2,094,285
-527,685
3
$229M 3.11%
1,282,221
-66,556
4
$226M 3.07%
1,614,475
-84,298
5
$224M 3.04%
1,000,883
-113,489
6
$221M 3%
2,895,323
-374,832
7
$221M 3%
535,996
-70,254
8
$197M 2.68%
391,588
-14,105
9
$160M 2.18%
486,936
-14,955
10
$158M 2.14%
1,274,065
-72,020
11
$150M 2.04%
1,377,908
+72,020
12
$145M 1.97%
771,603
-58,102
13
$143M 1.94%
1,927,442
-54,633
14
$143M 1.94%
2,926,510
-84,217
15
$141M 1.92%
1,023,129
-54,545
16
$141M 1.91%
4,476,364
-121,440
17
$139M 1.89%
719,515
-12,981
18
$134M 1.81%
1,829,712
-117,926
19
$129M 1.76%
1,299,722
-265,949
20
$129M 1.75%
993,501
-72,034
21
$126M 1.71%
391,925
-13,630
22
$114M 1.54%
294,884
-16,780
23
$107M 1.46%
812,189
-57,436
24
$104M 1.42%
386,918
-10,051
25
$101M 1.37%
441,931
-8,140
1
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