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
301
$54.6K 0.03%
23,320
-22,280
302
$53.5K 0.03%
417
303
$53.2K 0.03%
1,800
304
$52.6K 0.03%
50
305
$52.4K 0.03%
330
306
$52.1K 0.03%
26,045
307
$51.9K 0.03%
1,065
-192
308
$51.7K 0.03%
93
309
$51.2K 0.03%
499
-78
310
$50.9K 0.03%
190
-17
311
$50.8K 0.03%
950
-2,050
312
$50.5K 0.03%
172
-2
313
$50.3K 0.03%
183
-1
314
$50K 0.02%
1,350
315
$49.4K 0.02%
1,080
-1
316
$49.2K 0.02%
655
317
$48.5K 0.02%
1,073
-1
318
$48.1K 0.02%
1,065
-5
319
$47.8K 0.02%
82
320
$47.3K 0.02%
288
+75
321
$47.2K 0.02%
170
-18
322
$46.7K 0.02%
750
323
$46.5K 0.02%
1,000
324
$46.4K 0.02%
800
325
$44.8K 0.02%
900
11 12
13
14 15