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
551
$5.55K ﹤0.01%
100
-100
552
$5.47K ﹤0.01%
162
-6
553
$5.44K ﹤0.01%
11
-1
554
$5.38K ﹤0.01%
26
555
$5.36K ﹤0.01%
200
556
$5.35K ﹤0.01%
41
557
$5.31K ﹤0.01%
568
+1
558
$5.3K ﹤0.01%
30
559
$5.16K ﹤0.01%
53
-1,056
560
$5.05K ﹤0.01%
100
-11
561
$5.05K ﹤0.01%
70
-1
562
$4.95K ﹤0.01%
10
-1,500
563
$4.93K ﹤0.01%
250
-1,602
564
$4.92K ﹤0.01%
68
565
$4.75K ﹤0.01%
100
566
$4.73K ﹤0.01%
350
567
$4.71K ﹤0.01%
50
568
$4.52K ﹤0.01%
91
569
$4.51K ﹤0.01%
12
570
$4.35K ﹤0.01%
85
571
$4.34K ﹤0.01%
8
572
$4.33K ﹤0.01%
60
573
$4.32K ﹤0.01%
500
+475
574
$4.3K ﹤0.01%
10
575
$4.3K ﹤0.01%
300
21 22
23
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