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
301
$57.3K 0.03%
26,045
-4,732
302
$56.5K 0.03%
+578
303
$55.7K 0.03%
+207
304
$55.5K 0.03%
+337
305
$55.4K 0.03%
+348
306
$55K 0.03%
+233
307
$54.7K 0.03%
+2,500
308
$53.9K 0.03%
+2,715
309
$52.6K 0.03%
+525
310
$52.6K 0.03%
+50
311
$52.4K 0.03%
+93
312
$52.1K 0.03%
+257
313
$51.6K 0.03%
+1,602
314
$51.6K 0.03%
+1,075
315
$51.1K 0.03%
+1,300
316
$50.9K 0.03%
+551
317
$50.6K 0.03%
+577
318
$49.8K 0.02%
+1,070
319
$49.5K 0.02%
+417
320
$49.3K 0.02%
+1,722
321
$48.3K 0.02%
+184
322
$48K 0.02%
+1,000
323
$48K 0.02%
+1,331
324
$47.9K 0.02%
+1,800
325
$47.6K 0.02%
+655