RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.58M
3 +$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1 +$639K
2 +$474K
3 +$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$44.4K 0.02%
1,750
327
$44K 0.02%
205
328
$43.8K 0.02%
172
329
$43.8K 0.02%
541
330
$43.7K 0.02%
1,069
331
$43.5K 0.02%
449
332
$43.5K 0.02%
41
333
$43.3K 0.02%
700
-787
334
$42.3K 0.02%
400
335
$42.1K 0.02%
110
336
$41.8K 0.02%
453
-46
337
$41K 0.02%
193
338
$40.9K 0.02%
750
339
$40.5K 0.02%
1,320
-280
340
$40.4K 0.02%
1,124
341
$40.3K 0.02%
110
342
$40.3K 0.02%
3,578
343
$40K 0.02%
170
344
$40K 0.02%
19,500
345
$39.8K 0.02%
80
346
$39.5K 0.02%
655
347
$39K 0.02%
440
348
$38.9K 0.02%
13,946
349
$38.7K 0.02%
385
350
$38K 0.02%
529