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
601
$3.21K ﹤0.01%
26
602
$3.16K ﹤0.01%
35
603
$3.04K ﹤0.01%
49
604
$3.03K ﹤0.01%
11
-1
605
$3K ﹤0.01%
19
606
$2.88K ﹤0.01%
25
-500
607
$2.88K ﹤0.01%
1,000
608
$2.86K ﹤0.01%
56
609
$2.82K ﹤0.01%
300
610
$2.73K ﹤0.01%
50
611
$2.7K ﹤0.01%
10
612
$2.59K ﹤0.01%
29
-260
613
$2.56K ﹤0.01%
666
614
$2.53K ﹤0.01%
22
615
$2.45K ﹤0.01%
52
616
$2.44K ﹤0.01%
28
617
$2.43K ﹤0.01%
63
618
$2.31K ﹤0.01%
34
619
$2.31K ﹤0.01%
135
-34
620
$2.25K ﹤0.01%
10
-8
621
$2.23K ﹤0.01%
63
-212
622
$2.22K ﹤0.01%
101
-21,881
623
$2.13K ﹤0.01%
7
-1
624
$2.13K ﹤0.01%
45
-1
625
$2.01K ﹤0.01%
26
23 24
25
26 27