RCM

Rivermont Capital Management Portfolio holdings

AUM $314M
1-Year Est. Return 79.76%
This Quarter Est. Return
1 Year Est. Return
+79.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.7M
3
+$9.18M
4
AVTR icon
Avantor
AVTR
+$9.15M
5
LAMR icon
Lamar Advertising Co
LAMR
+$8.46M

Top Sells

1
+$12.8M
2
+$8.71M
3
+$7.03M
4
AZPN
Aspen Technology Inc
AZPN
+$6.98M
5
CEG icon
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 Change
in Stake 		Capital Flow
1
$21.3M 8.7%
110,314
-14,017
2
$19.7M 8.06%
81,824
-18,943
3
$15M 6.14%
611,958
-6,805
4
$14M 5.73%
402,059
+122,022
5
$14M 5.73%
324,973
+18,124
6
$13.4M 5.49%
113,733
-14,797
7
$13.1M 5.35%
111,941
-54,667
8
$12.1M 4.93%
+107,308
9
$11.7M 4.8%
+258,484
10
$11.3M 4.61%
22,611
-8,797
11
$10.9M 4.45%
49,443
-31,684
12
$10.6M 4.32%
697,278
+85,558
13
$10.3M 4.2%
36,352
-4,726
14
$9.31M 3.8%
49,269
-8,928
15
$9.18M 3.75%
+71,498
16
$9.15M 3.74%
+400,576
17
$8.46M 3.46%
+79,610
18
$6.66M 2.72%
+274,157
19
$6.41M 2.62%
+68,903
20
$6.4M 2.61%
83,345
-46,688
21
$6.12M 2.5%
361,640
-331,206
22
$5.65M 2.31%
163,586
-100,667
23
– –
-578,807
24
– –
-19,625
25
– –
-94,589
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