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
401
$32.4K 0.02%
+116
402
$32.3K 0.02%
+205
403
$32.1K 0.02%
+193
404
$31.8K 0.02%
+1,600
405
$31.6K 0.02%
+138
406
$31.4K 0.02%
+1,496
407
$31.3K 0.02%
+152
408
$30.4K 0.02%
+3,242
409
$30.3K 0.02%
+1,124
410
$30.1K 0.02%
+157
411
$29.2K 0.02%
+1,000
412
$29.1K 0.02%
+118
413
$28.9K 0.02%
+1,812
414
$28.9K 0.02%
+176
415
$28.4K 0.02%
+200
416
$28K 0.02%
+929
417
$27.9K 0.02%
+81
418
$27.9K 0.02%
+339
419
$27.8K 0.02%
+600
420
$27.7K 0.02%
+2,200
421
$27.7K 0.02%
+55
422
$27.2K 0.02%
+5,715
423
$27K 0.02%
+330
424
$26.9K 0.02%
+681
425
$26.7K 0.02%
+398