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
651
$2.95K ﹤0.01%
+537
652
$2.92K ﹤0.01%
+18
653
$2.87K ﹤0.01%
+30
654
$2.83K ﹤0.01%
+35
655
$2.75K ﹤0.01%
+63
656
$2.72K ﹤0.01%
+26
657
$2.68K ﹤0.01%
+26
658
$2.66K ﹤0.01%
+34
659
$2.56K ﹤0.01%
+130
660
$2.52K ﹤0.01%
+35
661
$2.47K ﹤0.01%
+32
662
$2.46K ﹤0.01%
+191
663
$2.44K ﹤0.01%
+300
664
$2.44K ﹤0.01%
+35
665
$2.42K ﹤0.01%
+23
666
$2.34K ﹤0.01%
+108
667
$2.33K ﹤0.01%
+101
668
$2.31K ﹤0.01%
+10
669
$2.3K ﹤0.01%
+60
670
$2.29K ﹤0.01%
+149
671
$2.23K ﹤0.01%
+28
672
$2.22K ﹤0.01%
+35
673
$2.22K ﹤0.01%
+19
674
$2.21K ﹤0.01%
+72
675
$2.21K ﹤0.01%
+42
25 26
27
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