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
551
$6.82K ﹤0.01%
+270
552
$6.64K ﹤0.01%
+300
553
$6.61K ﹤0.01%
+65
554
$6.57K ﹤0.01%
+385
555
$6.5K ﹤0.01%
+174
556
$6.47K ﹤0.01%
+33
557
$6.46K ﹤0.01%
+217
558
$6.44K ﹤0.01%
+27
559
$6.41K ﹤0.01%
+48
560
$6.38K ﹤0.01%
+31
561
$6.38K ﹤0.01%
+70
562
$6.36K ﹤0.01%
+215
563
$6.34K ﹤0.01%
+300
564
$6.31K ﹤0.01%
+54
565
$6.24K ﹤0.01%
+41
566
$6.15K ﹤0.01%
+31
567
$6.13K ﹤0.01%
+101
568
$5.98K ﹤0.01%
+19
569
$5.89K ﹤0.01%
+216
570
$5.87K ﹤0.01%
+236
571
$5.84K ﹤0.01%
+75
572
$5.63K ﹤0.01%
+85
573
$5.42K ﹤0.01%
+87
574
$5.38K ﹤0.01%
+550
575
$5.38K ﹤0.01%
+129