RIVERBRIDGE PARTNERS LLC Information

1200 IDS CENTER, MINNEAPOLIS, Minnesota, 55402, () -5402

Report Date: 09/30/2014

Position Statistics

Total Positions 132
New Positions 3
Increased Positions 27
Decreased Positions 93
Positions with Activity 120
Sold Out Positions 5
Total Mkt Value (in $ millions) 5,593

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.31%
Capital Goods 4.2%
Conglomerates
Consumer Cyclical 5.87%
Consumer/Non-Cyclical 4.7%
Energy 1.54%
Financial 1.81%
Healthcare 14.36%
Services 23.65%
Technology 36.28%
Transportation 3.87%
Utilities 0.93%

93 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ARTISAN PTRNS FDS INC SMALL CAP FD INV -219 Sold Out 0
EBIX INC COM NEW -23,451 Sold Out 0
ISHARES TR CORE S&P MCP ETF -1,009 Sold Out 0
KINDER MORGAN INC DEL COM -1,693 Sold Out 0
ORACLE CORP COM -231 Sold Out 0
BOEING CO COM 225 -1 (0.29) 1,717
INVESTMENT MANAGERS SER TR RV BR GW INVS 261 -294 (52.98) 18,771
FEDEX CORP COM 268 -54 (16.71) 1,520
GENERAL MLS INC COM 329 -15 (4.5) 6,051
ISHARES TR RUS 1000 ETF 482 -15 (2.97) 4,157
ISHARES TR RUS MID-CAP ETF 485 -18 (3.65) 2,879
WELLS FARGO & CO NEW COM 739 -7 (0.93) 13,348
ISHARES TR RUSSELL 2000 ETF 1,003 -15 (1.49) 8,373
HORMEL FOODS CORP COM 1,387 -317 (18.62) 26,139
STAPLES INC COM 1,721 -20,087 (92.11) 96,598
AMAZON COM INC COM 2,097 -698 (24.98) 6,920
COLGATE PALMOLIVE CO COM 2,475 -23 (0.94) 35,128
APPLE INC COM 3,253 -246 (7.04) 29,043
WHOLE FOODS MKT INC COM 3,477 -1,329 (27.66) 71,444
UNITEDHEALTH GROUP INC COM 5,789 -1,206 (17.24) 56,382


Latest News Headlines

View All
Create your free portfolio