RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.58M
3 +$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1 +$639K
2 +$474K
3 +$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$32.6K 0.02%
703
377
$32.6K 0.02%
510
378
$32.4K 0.02%
1,299
379
$30.8K 0.01%
59
380
$30.7K 0.01%
1,000
381
$30.6K 0.01%
408
382
$30.1K 0.01%
250
383
$30K 0.01%
600
384
$29.4K 0.01%
450
385
$29.2K 0.01%
60
386
$29.1K 0.01%
681
387
$28.3K 0.01%
1,096
-400
388
$28.1K 0.01%
248
-65
389
$28.1K 0.01%
626
+450
390
$27.9K 0.01%
162
391
$27.6K 0.01%
1,968
392
$27.3K 0.01%
83
-2
393
$26.8K 0.01%
750
394
$26.7K 0.01%
520
395
$26.4K 0.01%
524
396
$25.7K 0.01%
5,900
-225
397
$25.2K 0.01%
120
398
$25.2K 0.01%
7,114
399
$24.4K 0.01%
270
400
$23.8K 0.01%
117
-13