RI

Ridgewood Investments Portfolio holdings

AUM $244M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$851K
3 +$600K
4
BAX icon
Baxter International
BAX
+$535K
5
IFF icon
International Flavors & Fragrances
IFF
+$451K

Top Sells

1 +$955K
2 +$806K
3 +$621K
4
KMB icon
Kimberly-Clark
KMB
+$594K
5
GS icon
Goldman Sachs
GS
+$544K

Sector Composition

1 Financials 23.05%
2 Healthcare 10.59%
3 Technology 8.89%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$15.8K 0.01%
+350
477
$15.7K 0.01%
+290
478
$15.7K 0.01%
+560
479
$15.5K 0.01%
+244
480
$15.4K 0.01%
+807
481
$14.9K 0.01%
+213
482
$14.7K 0.01%
+300
483
$14.1K 0.01%
+650
484
$14K 0.01%
+86
485
$13.9K 0.01%
+50
486
$13.8K 0.01%
+144
487
$13.7K 0.01%
+466
488
$13.3K 0.01%
+1,500
489
$13.2K 0.01%
+225
490
$13K 0.01%
+166
491
$12.9K 0.01%
+100
492
$12.9K 0.01%
+193
493
$12.8K 0.01%
+174
494
$12.7K 0.01%
+316
495
$12K 0.01%
+326
496
$12K 0.01%
+113
497
$11.9K 0.01%
+163
498
$11.9K 0.01%
+198
499
$11.7K 0.01%
+263
500
$11.6K 0.01%
+56