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
526
$7.24K ﹤0.01%
87
527
$7.17K ﹤0.01%
340
-457
528
$7K ﹤0.01%
12
529
$6.99K ﹤0.01%
1,000
530
$6.93K ﹤0.01%
58
531
$6.86K ﹤0.01%
270
532
$6.82K ﹤0.01%
110
+1
533
$6.65K ﹤0.01%
120
534
$6.59K ﹤0.01%
100
+50
535
$6.33K ﹤0.01%
367
-99
536
$6.33K ﹤0.01%
209
-6
537
$6.2K ﹤0.01%
37
538
$6.17K ﹤0.01%
37
539
$6.15K ﹤0.01%
256
540
$6.11K ﹤0.01%
300
541
$6.04K ﹤0.01%
157
542
$6K ﹤0.01%
+100
543
$5.84K ﹤0.01%
13
-1
544
$5.82K ﹤0.01%
113
545
$5.8K ﹤0.01%
18
-42
546
$5.73K ﹤0.01%
15,500
-4,600
547
$5.71K ﹤0.01%
82
548
$5.69K ﹤0.01%
518
+517
549
$5.69K ﹤0.01%
52
-2,001
550
$5.6K ﹤0.01%
129
20 21
22
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