RI

Ridgewood Investments Portfolio holdings

AUM $237M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$336K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$735K
3
+$725K
4
NTES icon
NetEase
NTES
+$658K
5
MSM icon
MSC Industrial Direct
MSM
+$611K

Top Sells

1
+$1.05M
2
+$925K
3
+$816K
4
GS icon
Goldman Sachs
GS
+$743K
5
JNPR
Juniper Networks
JNPR
+$725K

Sector Composition

1 Financials 22.53%
2 Technology 10.61%
3 Healthcare 8.41%
4 Communication Services 7.85%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$116K 0.06%
5,000
-5,624
227
$115K 0.06%
4,423
-980
228
$115K 0.06%
2,408
+1,094
229
$112K 0.06%
600
230
$112K 0.06%
2,132
-595
231
$109K 0.05%
13,654
232
$106K 0.05%
1,014
-2
233
$105K 0.05%
521
-84
234
$104K 0.05%
1,500
235
$102K 0.05%
1,469
-692
236
$102K 0.05%
958
-11
237
$99.7K 0.05%
1,362
-2
238
$99.6K 0.05%
202
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239
$98.8K 0.05%
2,974
+13
240
$96.8K 0.05%
567
-91
241
$96.1K 0.05%
1,149
-1
242
$93.1K 0.05%
1,164
-110
243
$91.9K 0.05%
1,933
-141
244
$91K 0.05%
431
-2
245
$90.2K 0.05%
1,055
246
$88.9K 0.04%
3,496
-237
247
$87.8K 0.04%
233
-9
248
$87.7K 0.04%
4,459
+11
249
$86.7K 0.04%
1,337
250
$86.6K 0.04%
3,692
-25,628
8 9
10
11 12