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
351
$46.9K 0.03%
+534
352
$46.7K 0.03%
+513
353
$46.7K 0.03%
+320
354
$46.4K 0.03%
16,000
355
$46.2K 0.03%
+711
356
$46K 0.03%
+56
357
$45.9K 0.03%
+82
358
$45.8K 0.03%
+257
359
$45K 0.03%
+489
360
$45K 0.03%
+3,225
361
$44.9K 0.03%
+1,500
362
$44.1K 0.03%
+1,086
363
$44K 0.03%
+700
364
$43.3K 0.03%
+866
365
$43.3K 0.03%
+847
366
$42.6K 0.03%
+700
367
$42.4K 0.03%
+1,241
368
$42.4K 0.03%
+95
369
$42.2K 0.03%
+3,200
370
$41.6K 0.03%
+1,075
371
$41.5K 0.03%
+1,028
372
$40.7K 0.02%
+1,078
373
$40K 0.02%
+181
374
$40K 0.02%
+1,803
375
$39.9K 0.02%
+2,258
13 14
15
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