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
$266M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$18M
3
+$15.3M
4
HOOD icon
Robinhood
HOOD
+$13.2M
5
MRVL icon
Marvell Technology
MRVL
+$12.6M

Top Sells

1
+$10.6M
2
+$7.8M
3
+$7.25M
4
AZPN
Aspen Technology Inc
AZPN
+$6.97M
5
TRMB icon
Trimble
TRMB
+$5.71M

Sector Composition

1 Financials 23.12%
2 Consumer Discretionary 21.4%
3 Industrials 14.98%
4 Technology 13.74%
5 Communication Services 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.6M 10.78%
91,384
+12,061
2
$19.6M 7.39%
+60,062
3
$18M 6.77%
+275,083
4
$17.7M 6.65%
78,977
-19,725
5
$17.3M 6.5%
799,177
-136,382
6
$17M 6.4%
617,177
+130,372
7
$15.3M 5.76%
+232,766
8
$13.7M 5.16%
59,567
-2,017
9
$13.2M 4.95%
+353,000
10
$12.8M 4.83%
50,637
-30,794
11
$12.6M 4.74%
+113,967
12
$12.6M 4.73%
+28,100
13
$12.5M 4.72%
277,890
+11,997
14
$12.3M 4.63%
147,899
+54,072
15
$11.4M 4.28%
150,002
-50,047
16
$11M 4.15%
163,246
+46,599
17
$10.8M 4.06%
62,052
+1,000
18
$4.79M 1.8%
223,287
+3,989
19
$4.5M 1.69%
+24,000
20
– –
-43,359
21
– –
-83,432
22
– –
-92,000
23
– –
-41,472
24
– –
-29,177