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
376
$31.3K 0.02%
130
-33
377
$31.2K 0.02%
250
378
$31.1K 0.02%
600
379
$29.8K 0.01%
110
380
$29.3K 0.01%
+1,000
381
$29K 0.01%
59
382
$29K 0.01%
16,000
383
$28.8K 0.01%
+2,000
384
$27.9K 0.01%
700
385
$27.8K 0.01%
55
386
$27.7K 0.01%
750
387
$27.5K 0.01%
+1,400
388
$27.5K 0.01%
724
-27,637
389
$27.3K 0.01%
838
-16,545
390
$26.9K 0.01%
1,968
-863
391
$26.8K 0.01%
1,600
392
$26.6K 0.01%
520
+7
393
$26.6K 0.01%
524
-1
394
$26.5K 0.01%
270
-2
395
$26.5K 0.01%
1,273
-1
396
$26K 0.01%
1,900
+1,600
397
$25.8K 0.01%
135
398
$25.6K 0.01%
1,637
399
$25.2K 0.01%
120
400
$25.1K 0.01%
476
-159
14 15
16
17 18