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
476
$11.9K 0.01%
161
-52
477
$11.8K 0.01%
110
-120
478
$11.3K 0.01%
130
479
$11.1K 0.01%
176
-6,083
480
$11.1K 0.01%
206
481
$11K 0.01%
2,104
-16,300
482
$11K 0.01%
+200
483
$10.6K 0.01%
+200
484
$10.6K 0.01%
18
485
$10.5K 0.01%
112
486
$10.4K 0.01%
700
487
$10.3K 0.01%
116
488
$10.2K 0.01%
960
-1
489
$10.1K 0.01%
454
-634
490
$9.85K ﹤0.01%
36
-2
491
$9.72K ﹤0.01%
50
492
$9.59K ﹤0.01%
50
493
$9.54K ﹤0.01%
250
494
$9.53K ﹤0.01%
132
495
$9.49K ﹤0.01%
1,000
496
$9.3K ﹤0.01%
85
+1
497
$9.01K ﹤0.01%
40
498
$8.99K ﹤0.01%
171
499
$8.91K ﹤0.01%
160
-40
500
$8.59K ﹤0.01%
22
18 19
20
21 22