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
276
$79.4K 0.05%
+588
277
$77.6K 0.05%
+870
278
$77.2K 0.05%
+398
279
$75.2K 0.05%
+1,362
280
$74.7K 0.05%
+1,274
281
$74.3K 0.05%
+1,505
282
$73K 0.04%
+540
283
$73K 0.04%
+540
284
$72.8K 0.04%
+4,418
285
$72.8K 0.04%
+712
286
$72.2K 0.04%
+4,882
287
$70.5K 0.04%
+1,337
288
$70.1K 0.04%
+314
289
$70K 0.04%
+1,775
290
$70K 0.04%
+1,308
291
$69.8K 0.04%
+2,200
292
$69K 0.04%
+900
293
$68.7K 0.04%
+1,364
294
$68.5K 0.04%
+204
295
$68.2K 0.04%
+144
296
$67.4K 0.04%
+186
297
$65.8K 0.04%
+1,160
298
$65.7K 0.04%
+3,588
299
$65.5K 0.04%
+955
300
$65K 0.04%
+612
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