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
326
$47.5K 0.02%
+1,171
327
$46.9K 0.02%
+1,337
328
$46.7K 0.02%
+1,074
329
$45.3K 0.02%
+188
330
$44.8K 0.02%
+900
331
$44.5K 0.02%
+1,163
332
$44.4K 0.02%
+1,487
333
$43.8K 0.02%
+282
334
$43.8K 0.02%
+969
335
$43.4K 0.02%
+400
336
$43K 0.02%
+200
337
$42.9K 0.02%
+1,081
338
$42.8K 0.02%
+550
339
$42.2K 0.02%
+2,023
340
$42.2K 0.02%
+174
341
$42K 0.02%
+5,633
342
$42K 0.02%
+1,069
343
$41.9K 0.02%
15,676
344
$41.5K 0.02%
+453
345
$41.3K 0.02%
+750
346
$41.1K 0.02%
+2,420
347
$40.7K 0.02%
+193
348
$40K 0.02%
+550
349
$39.8K 0.02%
+800
350
$39.6K 0.02%
+550