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
251
$84.6K 0.04%
253
252
$84.1K 0.04%
42,496
-30,649
253
$83.5K 0.04%
10,004
254
$81.8K 0.04%
928
255
$80.9K 0.04%
612
256
$79.9K 0.04%
354
+244
257
$79.3K 0.04%
1,329
258
$77.4K 0.04%
243
259
$75.8K 0.04%
570
+1
260
$75.6K 0.04%
1,228
+620
261
$75.1K 0.04%
842
-132
262
$74.1K 0.04%
1,182
263
$73.1K 0.04%
422
-57
264
$72.6K 0.04%
866
265
$70.8K 0.04%
570
266
$70.5K 0.04%
254
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267
$70.5K 0.04%
121
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$70.2K 0.04%
712
269
$69.6K 0.03%
772
-1
270
$69K 0.03%
1,204
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271
$67.9K 0.03%
1,487
272
$66.8K 0.03%
939
-141
273
$66.6K 0.03%
1,420
+249
274
$66.3K 0.03%
283
-143
275
$65.9K 0.03%
288
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9 10
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12 13