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
351
$38K 0.02%
110
352
$37.2K 0.02%
440
-111
353
$36.9K 0.02%
205
354
$36.8K 0.02%
600
355
$36.7K 0.02%
900
356
$36.7K 0.02%
41
357
$36.6K 0.02%
600
358
$36.3K 0.02%
799
-16
359
$36.3K 0.02%
300
360
$35.7K 0.02%
313
-43
361
$35.6K 0.02%
703
362
$35.4K 0.02%
276
-1
363
$35.1K 0.02%
385
364
$35.1K 0.02%
60
-16
365
$34.7K 0.02%
175
-1
366
$34.6K 0.02%
440
-110
367
$33.4K 0.02%
800
368
$33.3K 0.02%
1,000
369
$33.2K 0.02%
681
370
$32.8K 0.02%
1,750
371
$32.7K 0.02%
220
372
$32.4K 0.02%
360
-1
373
$32.2K 0.02%
541
-3
374
$31.9K 0.02%
1,020
-94
375
$31.7K 0.02%
38
13 14
15
16 17