RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.58M
3 +$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1 +$639K
2 +$474K
3 +$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$86K 0.04%
1,849
-84
252
$85.5K 0.04%
2,162
+742
253
$84.4K 0.04%
4,470
+11
254
$82.4K 0.04%
514
-53
255
$82.3K 0.04%
818
+203
256
$82.2K 0.04%
571
+1
257
$82K 0.04%
928
258
$82K 0.04%
243
259
$80K 0.04%
3,212
260
$79.4K 0.04%
233
261
$79.2K 0.04%
612
262
$77.4K 0.04%
866
263
$76.3K 0.04%
1,055
264
$75.7K 0.04%
2,521
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265
$74.9K 0.04%
772
266
$73.6K 0.04%
1,204
267
$73.5K 0.04%
1,329
268
$73K 0.04%
300
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269
$72.6K 0.04%
783
-231
270
$72.5K 0.04%
1,182
271
$72.4K 0.03%
712
272
$70.5K 0.03%
600
273
$67.1K 0.03%
751
274
$67K 0.03%
570
275
$65.2K 0.03%
389
-33