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
451
$13.4K 0.01%
152
452
$13.4K 0.01%
263
453
$13.4K 0.01%
+1,000
454
$13.3K 0.01%
15
455
$13.2K 0.01%
94
-840
456
$13.1K 0.01%
72
457
$13.1K 0.01%
31
-34
458
$13.1K 0.01%
50
459
$12.9K 0.01%
5,000
460
$12.8K 0.01%
65
-92
461
$12.8K 0.01%
384
462
$12.7K 0.01%
160
463
$12.6K 0.01%
500
464
$12.6K 0.01%
+100
465
$12.6K 0.01%
133
-4,123
466
$12.6K 0.01%
193
467
$12.5K 0.01%
22
-25
468
$12.5K 0.01%
424
469
$12.4K 0.01%
100
470
$12.2K 0.01%
1,000
471
$12.2K 0.01%
50
472
$12K 0.01%
300
473
$12K 0.01%
198
474
$11.9K 0.01%
+1,000
475
$11.9K 0.01%
+100
17 18
19
20 21