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
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$757K
3 +$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1 +$1.72M
2 +$1.67M
3 +$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$16.1K 0.01%
+100
452
$16K 0.01%
+174
453
$15.7K 0.01%
+1,000
454
$15.4K 0.01%
+807
455
$15.4K 0.01%
+225
456
$15.2K 0.01%
+2
457
$15.2K 0.01%
+200
458
$15.1K 0.01%
+575
459
$14.6K 0.01%
+85
460
$14.6K 0.01%
+163
461
$14.2K 0.01%
+98
462
$14.2K 0.01%
+797
463
$14K 0.01%
+811
464
$14K 0.01%
+158
465
$13.9K 0.01%
+213
466
$13.9K 0.01%
+408
467
$13.7K 0.01%
+120
468
$13.2K 0.01%
+67
469
$13.1K 0.01%
+5,000
470
$13K 0.01%
+500
471
$12.9K 0.01%
+144
472
$12.6K 0.01%
+600
473
$12.6K 0.01%
+177
474
$12.4K 0.01%
+87
475
$12.2K 0.01%
+192