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
626
$3.54K ﹤0.01%
+27
627
$3.53K ﹤0.01%
+108
628
$3.48K ﹤0.01%
+85
629
$3.47K ﹤0.01%
+49
630
$3.46K ﹤0.01%
+63
631
$3.43K ﹤0.01%
+61
632
$3.41K ﹤0.01%
+122
633
$3.4K ﹤0.01%
+91
634
$3.31K ﹤0.01%
+49
635
$3.29K ﹤0.01%
+33
636
$3.28K ﹤0.01%
+57
637
$3.27K ﹤0.01%
+96
638
$3.27K ﹤0.01%
+22
639
$3.26K ﹤0.01%
+114
640
$3.25K ﹤0.01%
+1
641
$3.23K ﹤0.01%
+47
642
$3.2K ﹤0.01%
+111
643
$3.17K ﹤0.01%
+42
644
$3.16K ﹤0.01%
+26
645
$3.14K ﹤0.01%
+28
646
$3.1K ﹤0.01%
+43
647
$3.08K ﹤0.01%
+1,000
648
$3.02K ﹤0.01%
+15
649
$3K ﹤0.01%
+49
650
$2.99K ﹤0.01%
+122
24 25
26
27 28