RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.58M
3
+$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1
+$639K
2
+$474K
3
+$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.37K ﹤0.01%
18
627
$1.37K ﹤0.01%
333
628
$1.37K ﹤0.01%
116
629
$1.36K ﹤0.01%
45
630
$1.34K ﹤0.01%
14
631
$1.3K ﹤0.01%
44
632
$1.28K ﹤0.01%
14
633
$1.25K ﹤0.01%
40
634
$1.13K ﹤0.01%
6
-18
635
$1.12K ﹤0.01%
16
636
$1.07K ﹤0.01%
34
637
$1.06K ﹤0.01%
20
638
$953 ﹤0.01%
72
639
$935 ﹤0.01%
388
640
$896 ﹤0.01%
8
641
$877 ﹤0.01%
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642
$863 ﹤0.01%
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+20
644
$831 ﹤0.01%
224
-21
645
$748 ﹤0.01%
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646
$727 ﹤0.01%
50
647
$701 ﹤0.01%
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648
$692 ﹤0.01%
20
649
$580 ﹤0.01%
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650
$559 ﹤0.01%
10
24 25
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27 28