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
$7.49B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$58.1M
2
+$42.3M
3
+$30.9M
4
HLMN icon
Hillman Solutions
HLMN
+$28.1M
5
KNSL icon
Kinsale Capital Group
KNSL
+$15.1M

Top Sells

1
+$53.2M
2
+$34.7M
3
+$29.9M
4
HEI icon
HEICO Corp
HEI
+$23.3M
5
TYL icon
Tyler Technologies
TYL
+$21.3M

Sector Composition

1 Technology 38.9%
2 Healthcare 21%
3 Industrials 15.73%
4 Consumer Discretionary 9.67%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$251M 3.35%
2,064,568
-29,717
2
$250M 3.34%
581,398
-9,086
3
$241M 3.22%
1,217,530
-64,691
4
$238M 3.18%
911,930
-88,953
5
$222M 2.97%
2,762,335
-132,988
6
$216M 2.89%
1,522,748
-91,727
7
$207M 2.77%
355,090
-36,498
8
$184M 2.46%
551,644
+15,648
9
$176M 2.35%
963,065
-60,064
10
$173M 2.31%
1,203,967
-70,098
11
$152M 2.03%
327,230
+32,346
12
$152M 2.03%
1,225,782
-73,940
13
$152M 2.03%
4,255,314
-221,050
14
$139M 1.86%
1,842,016
-85,426
15
$139M 1.85%
1,752,259
-77,453
16
$137M 1.83%
456,749
-30,187
17
$136M 1.82%
701,977
-69,626
18
$132M 1.76%
708,096
-11,419
19
$128M 1.72%
939,487
-54,014
20
$128M 1.7%
2,522,536
-403,974
21
$127M 1.7%
772,349
-39,840
22
$117M 1.57%
368,040
-23,885
23
$115M 1.54%
1,303,656
-74,252
24
$102M 1.36%
883,792
-63,353
25
$100M 1.34%
111,806
-1,480
1
2 3 4 5