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
$163M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$573K
3
+$512K
4
IFF icon
International Flavors & Fragrances
IFF
+$417K
5
AMGN icon
Amgen
AMGN
+$416K

Top Sells

1
+$957K
2
+$805K
3
+$619K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
GS icon
Goldman Sachs
GS
+$511K

Sector Composition

1 Financials 23.04%
2 Healthcare 10.59%
3 Technology 8.9%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.68K 0.01%
+30
527
$8.66K 0.01%
+171
528
$8.53K 0.01%
+600
529
$8.52K 0.01%
+250
530
$8.51K 0.01%
+15
531
$8.5K 0.01%
+44
532
$8.5K 0.01%
+172
533
$8.37K 0.01%
+100
534
$8.34K 0.01%
+100
535
$7.99K ﹤0.01%
+90
536
$7.83K ﹤0.01%
+200
537
$7.8K ﹤0.01%
+56
538
$7.78K ﹤0.01%
+200
539
$7.7K ﹤0.01%
+270
540
$7.6K ﹤0.01%
+116
541
$7.51K ﹤0.01%
+16
542
$7.43K ﹤0.01%
+100
543
$7.33K ﹤0.01%
+136
544
$7.13K ﹤0.01%
+96
545
$7.13K ﹤0.01%
+72
546
$7.12K ﹤0.01%
+50
547
$7.04K ﹤0.01%
+113
548
$7.04K ﹤0.01%
+241
549
$6.98K ﹤0.01%
+132
550
$6.9K ﹤0.01%
+34
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