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
301
$64.9K 0.04%
+928
302
$64.6K 0.04%
+1,182
303
$64.4K 0.04%
+6,125
304
$64.2K 0.04%
+251
305
$63.8K 0.04%
769
-11,532
306
$63K 0.04%
+1,052
307
$62.4K 0.04%
+1,821
308
$62.1K 0.04%
+3,415
309
$61.7K 0.04%
+1,902
310
$61.5K 0.04%
+2,162
311
$60.9K 0.04%
+183
312
$59.7K 0.04%
+324
313
$59.5K 0.04%
+385
314
$59.4K 0.04%
+126
315
$59.1K 0.04%
+852
316
$58.1K 0.04%
+766
317
$57.9K 0.04%
+979
318
$57.1K 0.04%
+99
319
$56.5K 0.03%
330
320
$56.4K 0.03%
+3,101
321
$56.1K 0.03%
+3,095
322
$55.4K 0.03%
+1,927
323
$55.2K 0.03%
+884
324
$54.7K 0.03%
+1,433
325
$54.2K 0.03%
+705
11 12
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