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
326
$44.7K 0.02%
1,008
-155
327
$44.6K 0.02%
1,069
328
$44.1K 0.02%
1,489
-233
329
$43.9K 0.02%
5,633
330
$43.7K 0.02%
541
-129
331
$43.5K 0.02%
250
332
$43.2K 0.02%
400
333
$43.2K 0.02%
166
334
$43.1K 0.02%
2,230
-190
335
$43.1K 0.02%
193
336
$43K 0.02%
3,578
337
$42.9K 0.02%
13,946
+3,152
338
$41.7K 0.02%
200
339
$41.7K 0.02%
550
340
$41.7K 0.02%
968
-1
341
$41.3K 0.02%
80
-1
342
$40.9K 0.02%
6,125
343
$40.7K 0.02%
5,000
344
$40.2K 0.02%
1,000
345
$40.1K 0.02%
1,124
346
$39.7K 0.02%
529
-1
347
$39.6K 0.02%
500
348
$38.6K 0.02%
1,299
-1
349
$38.5K 0.02%
1,496
350
$38.1K 0.02%
2,713
-2
12 13
14
15 16