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
426
$19.7K 0.01%
19,500
427
$19.6K 0.01%
2
428
$19.2K 0.01%
291
-290
429
$18.9K 0.01%
+2,300
430
$18.9K 0.01%
+900
431
$18.1K 0.01%
+1,200
432
$17.9K 0.01%
+1,400
433
$17.6K 0.01%
456
434
$17K 0.01%
474
435
$16.8K 0.01%
800
-1,223
436
$16.6K 0.01%
+800
437
$16.2K 0.01%
200
438
$16.2K 0.01%
168
-6
439
$16.2K 0.01%
807
440
$16.1K 0.01%
225
441
$15.4K 0.01%
+300
442
$15.2K 0.01%
158
443
$14.8K 0.01%
811
444
$14.7K 0.01%
600
445
$14.5K 0.01%
408
446
$14.5K 0.01%
87
447
$14.4K 0.01%
120
448
$13.8K 0.01%
176
-1
449
$13.8K 0.01%
192
450
$13.5K 0.01%
323
-6,919
16 17
18
19 20