RCM
Rivermont Capital Management Portfolio holdings
AUM
$421M
1-Year Est. Return
80.83%
This Fund
S&P 500
1 Year Est. Return
+80.83%
AUM
$421M
AUM Growth
+$42.4M
(+11%)
Holding
27
Top Buys
| 1 | +$25M | |
| 2 | +$21.2M | |
| 3 | +$20.5M | |
| 4 |
TTM Technologies
TTMI
|
+$19.4M |
| 5 |
James Hardie Industries
JHX
|
+$17.2M |
Top Sells
| 1 | +$21.7M | |
| 2 | +$17.9M | |
| 3 | +$16.2M | |
| 4 |
Ferguson
FERG
|
+$14.5M |
| 5 |
MongoDB
MDB
|
+$12.5M |
Sector Composition
| 1 | Technology | 28.42% |
| 2 | Consumer Discretionary | 21.82% |
| 3 | Industrials | 16.44% |
| 4 | Materials | 11.86% |
| 5 | Communication Services | 11.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
MongoDB
MDB
$19.4B
| – | – |
-40,238
|
|
||
|
JBS
27
JBS N.V.
JBS
$18.5B
| – | – |
-680,978
|
|