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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RFMZRivernorth Flexible Municipal
Recent Activity
Increased 0.07%
0.02%
$1.297M
96,788 shares@ $13.4 avg price
LEOBny Mellon Strategic Municipal
Recent Activity
Increased 40.79%
0.02%
$1.187M
196,515 shares@ $6.05 avg price
SDHYPgim Short Duration High Yield
Recent Activity
Increased 0.32%
0.02%
$1.097M
68,071 shares@ $16.13 avg price
JHSJohn Hancock Income Securities
Recent Activity
Increased 1.81%
0.02%
$927,036
82,808 shares@ $11.2 avg price
BTTBlackrock 2030 Municipal Targe
Recent Activity
Increased 0.02%
0.01%
$716,470
34,797 shares@ $20.59 avg price
PPTPutnam Premier Income Trust
Recent Activity
Increased 63.18%
0.01%
$715,396
200,954 shares@ $3.56 avg price
BBNBlackrock Taxable Municipal Bo
Recent Activity
Increased 26.48%
0.01%
$697,077
43,243 shares@ $16.12 avg price
NBBNuveen Taxable Municipal Incom
Recent Activity
Increased 3.56%
0.01%
$663,284
44,278 shares@ $14.98 avg price
AFBAlliancebernstein National Mun
Recent Activity
Increased 185.54%
0.01%
$656,374
60,384 shares@ $10.87 avg price
GBDCGolub Capital Bdc, Inc.
Recent Activity
Increased 0.54%
0.01%
$602,595
39,749 shares@ $15.17 avg price