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
576
$4.28K ﹤0.01%
24
577
$4.16K ﹤0.01%
5
578
$4.06K ﹤0.01%
11
-19
579
$4.04K ﹤0.01%
23
-55
580
$4.01K ﹤0.01%
111
581
$3.93K ﹤0.01%
114
582
$3.89K ﹤0.01%
1,000
583
$3.82K ﹤0.01%
101
-1
584
$3.82K ﹤0.01%
34
-1
585
$3.75K ﹤0.01%
350
586
$3.71K ﹤0.01%
47
587
$3.67K ﹤0.01%
34
588
$3.61K ﹤0.01%
24
-74
589
$3.6K ﹤0.01%
42
-1
590
$3.58K ﹤0.01%
66
591
$3.56K ﹤0.01%
122
592
$3.53K ﹤0.01%
44
-20
593
$3.53K ﹤0.01%
26
-1
594
$3.5K ﹤0.01%
62
-2
595
$3.45K ﹤0.01%
19
596
$3.44K ﹤0.01%
9
597
$3.37K ﹤0.01%
12
598
$3.36K ﹤0.01%
13
599
$3.33K ﹤0.01%
+100
600
$3.32K ﹤0.01%
550
22 23
24
25 26