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
351
$39.5K 0.02%
+82
352
$39.2K 0.02%
+800
353
$38.9K 0.02%
+38
354
$38.8K 0.02%
+1,572
355
$38.7K 0.02%
+670
356
$38.4K 0.02%
+5,000
357
$38.2K 0.02%
+530
358
$37.9K 0.02%
+500
359
$37.1K 0.02%
+2,831
360
$37K 0.02%
+356
361
$37K 0.02%
+1,000
362
$37K 0.02%
+3,578
363
$36.7K 0.02%
+110
364
$36.5K 0.02%
+1,852
365
$36.4K 0.02%
+1,350
366
$36.1K 0.02%
+81
367
$35.8K 0.02%
+205
368
$35.8K 0.02%
+1,114
369
$35.5K 0.02%
+1,496
370
$35.4K 0.02%
+76
371
$35.3K 0.02%
+1,124
372
$34.6K 0.02%
+213
373
$34.4K 0.02%
+346
374
$34.3K 0.02%
+703
375
$33.4K 0.02%
+800