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
501
$8.56K ﹤0.01%
60
502
$8.52K ﹤0.01%
300
503
$8.5K ﹤0.01%
54
504
$8.35K ﹤0.01%
100
505
$8.31K ﹤0.01%
1,000
506
$8.27K ﹤0.01%
100
507
$8.26K ﹤0.01%
97
508
$8.24K ﹤0.01%
75
509
$8.17K ﹤0.01%
73
-10
510
$8.09K ﹤0.01%
85
511
$8.08K ﹤0.01%
200
512
$8.06K ﹤0.01%
600
513
$7.99K ﹤0.01%
800
514
$7.9K ﹤0.01%
49
515
$7.88K ﹤0.01%
21
516
$7.85K ﹤0.01%
881
517
$7.83K ﹤0.01%
60
518
$7.81K ﹤0.01%
100
519
$7.78K ﹤0.01%
41
520
$7.76K ﹤0.01%
221
521
$7.72K ﹤0.01%
100
-1
522
$7.62K ﹤0.01%
27
523
$7.53K ﹤0.01%
216
524
$7.37K ﹤0.01%
167
525
$7.24K ﹤0.01%
200
19 20
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