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
401
$25K 0.01%
2,881
402
$24.8K 0.01%
162
-88
403
$24.6K 0.01%
251
-202
404
$24.6K 0.01%
450
405
$23.8K 0.01%
+400
406
$23.5K 0.01%
306
-74
407
$23.2K 0.01%
2,200
408
$23K 0.01%
7,114
409
$23K 0.01%
298
-69
410
$22.7K 0.01%
575
411
$22.3K 0.01%
4,010
412
$22.1K 0.01%
2,479
+95
413
$21.9K 0.01%
+1,500
414
$21.7K 0.01%
85
415
$21.7K 0.01%
85
416
$21.5K 0.01%
109
417
$21.2K 0.01%
413
-2
418
$20.8K 0.01%
227
419
$20.7K 0.01%
10,000
+5,000
420
$20.5K 0.01%
500
421
$20.4K 0.01%
350
422
$20.3K 0.01%
163
423
$20.3K 0.01%
500
424
$20.3K 0.01%
732
425
$19.9K 0.01%
100
15 16
17
18 19