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
576
$5.37K ﹤0.01%
+51
577
$5.35K ﹤0.01%
+146
578
$5.31K ﹤0.01%
+300
579
$5.28K ﹤0.01%
+1,000
580
$5.24K ﹤0.01%
+120
581
$5.21K ﹤0.01%
+28
582
$5.21K ﹤0.01%
+154
583
$5.2K ﹤0.01%
+97
584
$5.08K ﹤0.01%
+667
585
$5.08K ﹤0.01%
+601
586
$5.08K ﹤0.01%
+144
587
$5.07K ﹤0.01%
+37
588
$5K ﹤0.01%
+37
589
$4.97K ﹤0.01%
+26
590
$4.93K ﹤0.01%
+300
591
$4.87K ﹤0.01%
+256
592
$4.83K ﹤0.01%
+64
593
$4.8K ﹤0.01%
+300
594
$4.8K ﹤0.01%
+224
595
$4.79K ﹤0.01%
+95
596
$4.77K ﹤0.01%
+300
597
$4.74K ﹤0.01%
+71
598
$4.66K ﹤0.01%
+51
599
$4.57K ﹤0.01%
+212
600
$4.52K ﹤0.01%
+48
22 23
24
25 26