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
$6.23B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$13M
3
+$1.91M
4
TSM icon
TSMC
TSM
+$1.78M
5
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$1.53M

Top Sells

1
+$90M
2
+$27.8M
3
+$17.9M
4
HEI icon
HEICO Corp
HEI
+$16.2M
5
MEDP icon
Medpace
MEDP
+$11.1M

Sector Composition

1 Technology 37.28%
2 Healthcare 20.06%
3 Industrials 15.95%
4 Consumer Discretionary 9.23%
5 Financials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$219M 3.52%
1,268,525
-160,397
2
$215M 3.46%
806,314
-60,611
3
$208M 3.34%
1,920,125
-58,129
4
$207M 3.31%
550,284
-11,803
5
$206M 3.3%
2,052,476
-178,458
6
$175M 2.81%
301,671
-14,259
7
$148M 2.37%
1,866,345
-77,538
8
$147M 2.35%
481,126
-36,407
9
$142M 2.27%
290,816
-15,569
10
$139M 2.23%
1,073,069
-55,507
11
$131M 2.1%
700,362
-21,160
12
$128M 2.05%
672,825
-10,750
13
$124M 1.99%
1,056,071
-87,730
14
$124M 1.99%
5,517,670
-306,788
15
$123M 1.97%
2,273,095
-126,166
16
$117M 1.87%
1,536,450
-109,875
17
$111M 1.78%
506,846
-24,836
18
$105M 1.68%
330,726
-17,472
19
$104M 1.67%
2,684,238
-38,108
20
$99M 1.59%
332,564
-21,160
21
$91.4M 1.47%
408,406
-26,887
22
$87.5M 1.4%
172,252
-2,836
23
$85.9M 1.38%
370,927
-4,871
24
$85.4M 1.37%
1,026,829
+156,583
25
$85.4M 1.37%
1,060,696
-91,097
1
2 3 4 5