RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.58M
3 +$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1 +$639K
2 +$474K
3 +$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$6.14K ﹤0.01%
+2,000
527
$6.09K ﹤0.01%
340
528
$6.07K ﹤0.01%
37
529
$6.01K ﹤0.01%
13
530
$5.99K ﹤0.01%
37
531
$5.91K ﹤0.01%
167
532
$5.91K ﹤0.01%
162
533
$5.87K ﹤0.01%
26
534
$5.73K ﹤0.01%
+200
535
$5.73K ﹤0.01%
10
536
$5.68K ﹤0.01%
300
537
$5.68K ﹤0.01%
100
538
$5.65K ﹤0.01%
100
539
$5.57K ﹤0.01%
82
540
$5.5K ﹤0.01%
129
541
$5.48K ﹤0.01%
41
542
$5.47K ﹤0.01%
159
+2
543
$5.45K ﹤0.01%
1,000
544
$5.43K ﹤0.01%
250
545
$5.3K ﹤0.01%
50
546
$5.17K ﹤0.01%
200
547
$5.11K ﹤0.01%
30
548
$5.09K ﹤0.01%
326
-41
549
$4.92K ﹤0.01%
8
550
$4.92K ﹤0.01%
300