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
$163M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$573K
3 +$512K
4
IFF icon
International Flavors & Fragrances
IFF
+$417K
5
AMGN icon
Amgen
AMGN
+$416K

Top Sells

1 +$957K
2 +$805K
3 +$619K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
GS icon
Goldman Sachs
GS
+$511K

Sector Composition

1 Financials 23.04%
2 Healthcare 10.59%
3 Technology 8.9%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$101K 0.06%
+756
252
$99.2K 0.06%
+2,471
253
$98.5K 0.06%
+1,860
254
$98K 0.06%
+1,112
255
$97K 0.06%
+1,760
256
$96.6K 0.06%
+73
257
$96.1K 0.06%
+2,981
258
$95.6K 0.06%
+248
259
$95.4K 0.06%
+1,093
260
$95.3K 0.06%
+1,900
261
$94.4K 0.06%
+4,368
262
$93.7K 0.06%
+3,500
263
$92.4K 0.06%
+2,390
264
$91.8K 0.06%
+268
265
$91.6K 0.06%
+1,850
266
$91.1K 0.06%
+2,422
267
$89.1K 0.05%
+1,782
268
$88.5K 0.05%
+3,244
269
$86.8K 0.05%
+736
270
$86.8K 0.05%
614
-701
271
$83.4K 0.05%
+1,197
272
$81.6K 0.05%
+408
273
$80.9K 0.05%
+4,000
274
$80.4K 0.05%
+2,904
275
$79.9K 0.05%
+600