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
601
$4.52K ﹤0.01%
+146
602
$4.5K ﹤0.01%
+15
603
$4.48K ﹤0.01%
+19
604
$4.48K ﹤0.01%
+150
605
$4.46K ﹤0.01%
+216
606
$4.46K ﹤0.01%
+26
607
$4.33K ﹤0.01%
+50
608
$4.32K ﹤0.01%
+41
609
$4.26K ﹤0.01%
+12
610
$4.25K ﹤0.01%
+44
611
$4.22K ﹤0.01%
+5,333
612
$4.16K ﹤0.01%
+5
613
$4.03K ﹤0.01%
+100
614
$4.01K ﹤0.01%
+6
615
$3.96K ﹤0.01%
+404
616
$3.92K ﹤0.01%
+350
617
$3.9K ﹤0.01%
+102
618
$3.88K ﹤0.01%
+14
619
$3.84K ﹤0.01%
+66
620
$3.82K ﹤0.01%
+32
621
$3.81K ﹤0.01%
+88
622
$3.75K ﹤0.01%
+7
623
$3.74K ﹤0.01%
+107
624
$3.73K ﹤0.01%
+26
625
$3.67K ﹤0.01%
+13
23 24
25
26 27