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
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$69.4K 0.03%
+344
277
$68.6K 0.03%
+471
278
$68.2K 0.03%
10,004
279
$68.1K 0.03%
+1,182
280
$67.6K 0.03%
+570
281
$67.2K 0.03%
+712
282
$67.2K 0.03%
+2,083
283
$66.7K 0.03%
+866
284
$66.2K 0.03%
+243
285
$66.2K 0.03%
+1,530
286
$66K 0.03%
+751
287
$65.4K 0.03%
+2,289
288
$64.8K 0.03%
+773
289
$63.8K 0.03%
+125
290
$63.8K 0.03%
+255
291
$61.8K 0.03%
+253
292
$61.7K 0.03%
+1,257
293
$60.2K 0.03%
+1,205
294
$60.1K 0.03%
+3,212
295
$59.7K 0.03%
+449
296
$58.8K 0.03%
+569
297
$58.6K 0.03%
+600
298
$58.4K 0.03%
+330
299
$57.6K 0.03%
+1,618
300
$57.5K 0.03%
+1,314
10 11
12
13 14