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
$189M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.17M
3
+$1.06M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$852K
5
SNN icon
Smith & Nephew
SNN
+$745K

Top Sells

1
+$1M
2
+$956K
3
+$948K
4
IFF icon
International Flavors & Fragrances
IFF
+$652K
5
SMG icon
ScottsMiracle-Gro
SMG
+$633K

Sector Composition

1 Financials 21.9%
2 Technology 10.77%
3 Healthcare 9.18%
4 Communication Services 8.1%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.86%
18,901
+8,087
27
$1.62M 0.86%
6,240
-126
28
$1.59M 0.84%
15,567
+305
29
$1.59M 0.84%
57,200
+16,580
30
$1.54M 0.82%
50,188
+790
31
$1.53M 0.81%
3,155
-936
32
$1.53M 0.81%
28,144
+8,433
33
$1.52M 0.8%
35,023
+10,709
34
$1.51M 0.8%
25,741
+199
35
$1.48M 0.79%
10,910
-1,825
36
$1.45M 0.77%
24,958
37
$1.44M 0.76%
15,374
+13
38
$1.38M 0.73%
49,517
+1,273
39
$1.37M 0.72%
7,156
-1,185
40
$1.36M 0.72%
9,161
+1,688
41
$1.33M 0.7%
17,356
+1,378
42
$1.31M 0.69%
26,065
+568
43
$1.29M 0.68%
25,755
+1,271
44
$1.28M 0.68%
+2,528
45
$1.25M 0.66%
10,810
-42
46
$1.25M 0.66%
14,928
-576
47
$1.23M 0.65%
28,863
+187
48
$1.21M 0.64%
16,767
+3,270
49
$1.21M 0.64%
24,536
+210
50
$1.17M 0.62%
+4,834
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