RI

Ridgewood Investments Portfolio holdings

AUM $244M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
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 +$3.48M
2 +$851K
3 +$600K
4
BAX icon
Baxter International
BAX
+$535K
5
IFF icon
International Flavors & Fragrances
IFF
+$451K

Top Sells

1 +$955K
2 +$806K
3 +$621K
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
GS icon
Goldman Sachs
GS
+$544K

Sector Composition

1 Financials 23.05%
2 Healthcare 10.59%
3 Technology 8.89%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$26.5K 0.02%
+1,500
427
$26.4K 0.02%
+87
428
$26.4K 0.02%
+703
429
$26.4K 0.02%
+525
430
$25.9K 0.02%
+5,010
431
$25.5K 0.02%
+600
432
$25.3K 0.02%
336
-10,677
433
$24.9K 0.02%
+2,361
434
$24.3K 0.01%
+766
435
$24.2K 0.01%
+452
436
$23.9K 0.01%
+244
437
$23.9K 0.01%
+250
438
$23.8K 0.01%
+71
439
$23.4K 0.01%
+51
440
$23.2K 0.01%
+248
441
$23K 0.01%
+8,417
442
$22.8K 0.01%
+1,185
443
$22.6K 0.01%
+700
444
$22.3K 0.01%
+98
445
0
446
$22.3K 0.01%
+200
447
$22.1K 0.01%
+450
448
$22.1K 0.01%
+120
449
$21.9K 0.01%
+455
450
$21.9K 0.01%
+28,200