RCM

Riverwood Capital Management Portfolio holdings

AUM $43.2M
1-Year Est. Return 24%
This Quarter Est. Return
1 Year Est. Return
+24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$111M
3 +$29.2M
4
FORG
ForgeRock, Inc.
FORG
+$28.5M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 60.6%
2 Technology 39.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$186M 52.38%
+1,117,790
2
$111M 31.37%
+14,245,740
3
$29.2M 8.22%
+6,313,795
4
$28.5M 8.03%
+1,067,949