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
276
$65.9K 0.03%
404
-67
277
$65.8K 0.03%
600
278
$65.7K 0.03%
348
279
$65.3K 0.03%
1,008
-147
280
$65.1K 0.03%
981
+598
281
$63.8K 0.03%
538
-40
282
$63.6K 0.03%
+600
283
$63.5K 0.03%
215
-28
284
$63.5K 0.03%
316
+249
285
$63.1K 0.03%
3,174
-11,905
286
$62.3K 0.03%
615
+269
287
$61.9K 0.03%
751
288
$61.2K 0.03%
786
-121
289
$60.5K 0.03%
449
290
$59.4K 0.03%
3,212
291
$58K 0.03%
2,288
-1
292
$57.5K 0.03%
15,676
293
$57.2K 0.03%
1,802
-281
294
$57K 0.03%
1,190
-340
295
$56.9K 0.03%
1,402
-216
296
$56.8K 0.03%
257
297
$56.2K 0.03%
1,600
-2
298
$55.9K 0.03%
329
-8
299
$55.3K 0.03%
2,500
300
$54.7K 0.03%
1,331
10 11
12
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