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
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$757K
3
+$548K
4
INTC icon
Intel
INTC
+$540K
5
HUM icon
Humana
HUM
+$391K

Top Sells

1
+$1.72M
2
+$1.67M
3
+$1.58M
4
NEM icon
Newmont
NEM
+$950K
5
AMGN icon
Amgen
AMGN
+$731K

Sector Composition

1 Financials 21.15%
2 Technology 10.18%
3 Healthcare 8.79%
4 Communication Services 8.17%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.42K ﹤0.01%
+68
577
$4.39K ﹤0.01%
+100
578
$4.36K ﹤0.01%
+27
579
$4.28K ﹤0.01%
+41
580
$4.19K ﹤0.01%
+60
581
$4.1K ﹤0.01%
+18
582
$4.03K ﹤0.01%
+300
583
$4K ﹤0.01%
+91
584
$3.98K ﹤0.01%
+85
585
$3.95K ﹤0.01%
+27
586
$3.92K ﹤0.01%
+1,000
587
$3.9K ﹤0.01%
+111
588
$3.86K ﹤0.01%
+550
589
$3.83K ﹤0.01%
+300
590
$3.78K ﹤0.01%
+7
591
$3.77K ﹤0.01%
+64
592
$3.76K ﹤0.01%
+10
593
$3.7K ﹤0.01%
+24
594
$3.66K ﹤0.01%
+300
595
$3.6K ﹤0.01%
+20,100
596
$3.57K ﹤0.01%
+50
597
$3.56K ﹤0.01%
+35
598
$3.55K ﹤0.01%
+114
599
$3.44K ﹤0.01%
+13
600
$3.44K ﹤0.01%
+8
22 23
24
25 26