Lois Beckmen
@Riverbridge Partners Llc
Latest period2024 - Q4ReportedManaged Assets$7.328BTotal holdings179
Assets growth rate-2.12%Assets growth rate (2-Q avg)-0.19%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Riverbridge Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 179 positions.
Assets under management
The assets under management (AUM) of Riverbridge Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 7.328B in assets, with a quarterly growth rate of -2.12% and a 2-quarter average growth rate of -0.19%. The portfolio is managed by Lois Beckmen, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FMNFederated Premier Municipal In
| 0.01% | $446,895 40,962 shares@ $10.91 avg price | New Position |
MUEBlackrock Muniholdings Quality
| 0.01% | $406,630 40,663 shares@ $10.0 avg price | New Position |
NBHNeuberger Berman Municipal Fun
| 0.01% | $402,491 38,888 shares@ $10.36 avg price | New Position |
VBKVanguard Etf Small Cap Growth
| 0.01% | $277,169 990 shares@ $279.97 avg price | New Position |
XMPTVaneck Etf Trust Cef Muni Inco
| 0.01% | $238,619 11,095 shares@ $21.51 avg price | New Position |