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
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.58M
3 +$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1 +$639K
2 +$474K
3 +$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$12.2K 0.01%
5,000
452
$12.1K 0.01%
1,000
453
$12.1K 0.01%
384
454
$12K 0.01%
192
455
$11.9K 0.01%
110
456
$11.9K 0.01%
50
457
$11.9K 0.01%
250
458
$11.9K 0.01%
50
459
$11.7K 0.01%
323
460
$11.6K 0.01%
592
-681
461
$11.5K 0.01%
65
462
$11.5K 0.01%
198
463
$11.4K 0.01%
133
464
$11.3K 0.01%
116
465
$11.3K 0.01%
800
466
$11.2K 0.01%
18
467
$10.9K 0.01%
500
468
$10.7K 0.01%
84
-10
469
$10.6K 0.01%
100
470
$10.5K 0.01%
97
471
$10.1K ﹤0.01%
36
472
$10.1K ﹤0.01%
206
473
$10.1K ﹤0.01%
60
474
$9.97K ﹤0.01%
100
475
$9.93K ﹤0.01%
700