RCM
Rivermont Capital Management Portfolio holdings
AUM
$314M
This Quarter Return
+18.09%
1 Year Return
+79.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+9.5%)
Cap. Flow
-$2.13M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
59.53%
Holding
26
New
7
Increased
3
Reduced
12
Closed
4
Top Buys
| 1 |
DFS
Discover Financial Services
DFS
|
$12.1M |
| 2 |
US Foods
USFD
|
$11.7M |
| 3 |
Intercontinental Exchange
ICE
|
$9.18M |
| 4 |
Avantor
AVTR
|
$9.15M |
| 5 |
Lamar Advertising Co
LAMR
|
$8.46M |
Top Sells
| 1 |
Burlington
BURL
|
$12.8M |
| 2 |
LPL Financial
LPLA
|
$8.71M |
| 3 |
Bio-Rad Laboratories Class A
BIO
|
$7.03M |
| 4 |
AZPN
Aspen Technology Inc
AZPN
|
$6.98M |
| 5 |
Constellation Energy
CEG
|
$6.39M |
Sector Composition
| 1 | Financials | 16.74% |
| 2 | Technology | 16.17% |
| 3 | Industrials | 14.19% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Real Estate | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
LPL Financial
LPLA
$29B
| – | – |
-36,661
| Closed | -$8.71M |
|