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
376
$39.8K 0.02%
+10,794
377
$39.1K 0.02%
+800
378
$39.1K 0.02%
+530
379
$38.4K 0.02%
+5,000
380
$38K 0.02%
+146
381
$37.8K 0.02%
+679
382
$37.4K 0.02%
+800
383
$37.3K 0.02%
+626
384
$37.2K 0.02%
+340
385
$37.1K 0.02%
+1,114
386
$37K 0.02%
+164
387
$37K 0.02%
+2,023
388
$36.8K 0.02%
+717
389
$36.4K 0.02%
+100
390
$36K 0.02%
+1,060
391
$35.9K 0.02%
+355
392
$35.8K 0.02%
+1,069
393
$35.6K 0.02%
+641
394
$35.5K 0.02%
+289
395
$35K 0.02%
+155
396
$34.5K 0.02%
+451
397
$34.3K 0.02%
+1,852
398
$34K 0.02%
+550
399
$33.2K 0.02%
+800
400
$33K 0.02%
+1,800