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
626
$1.92K ﹤0.01%
58
627
$1.91K ﹤0.01%
60
628
$1.84K ﹤0.01%
191
629
$1.84K ﹤0.01%
14
630
$1.83K ﹤0.01%
26
631
$1.77K ﹤0.01%
20
632
$1.75K ﹤0.01%
13
633
$1.74K ﹤0.01%
150
634
$1.73K ﹤0.01%
21
-1
635
$1.65K ﹤0.01%
1,000
636
$1.64K ﹤0.01%
72
637
$1.63K ﹤0.01%
+500
638
$1.6K ﹤0.01%
43
639
$1.57K ﹤0.01%
14
640
$1.54K ﹤0.01%
50
641
$1.52K ﹤0.01%
45
-1
642
$1.41K ﹤0.01%
116
643
$1.38K ﹤0.01%
44
-1
644
$1.35K ﹤0.01%
70
645
$1.33K ﹤0.01%
14
-1
646
$1.32K ﹤0.01%
23
647
$1.25K ﹤0.01%
16
-4,000
648
$1.23K ﹤0.01%
40
649
$1.14K ﹤0.01%
104
650
$1.08K ﹤0.01%
34
-1
24 25
26
27 28