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
326
$54.1K 0.03%
+553
327
$52.8K 0.03%
+868
328
$52.8K 0.03%
+1,329
329
$52.6K 0.03%
19,500
330
$52.6K 0.03%
+400
331
$52.4K 0.03%
+1,153
332
$52.4K 0.03%
+979
333
$51.5K 0.03%
+1,088
334
$51.2K 0.03%
+359
335
$50.9K 0.03%
+243
336
$50.7K 0.03%
+1,303
337
$49.9K 0.03%
+1,534
338
$49.7K 0.03%
+505
339
$49.6K 0.03%
+928
340
$49K 0.03%
+1,851
341
$48.7K 0.03%
+462
342
$48.5K 0.03%
+1,257
343
$48.4K 0.03%
+800
344
$48.2K 0.03%
+595
345
$48.1K 0.03%
+453
346
$47.8K 0.03%
+2,409
347
$47.7K 0.03%
+2,500
348
$47.2K 0.03%
+1,179
349
$47K 0.03%
+1,028
350
$46.9K 0.03%
+2,092