RI
Ridgewood Investments Portfolio holdings
AUM
$231M
1-Year Return
17.35%
This Quarter Return
-1.19%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$200M
AUM Growth
+$10.8M
(+5.7%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
6.85%
Top 10 Holdings %
Top 10 Hldgs %
26.13%
Holding
777
New
576
Increased
51
Reduced
93
Closed
1
Top Buys
| 1 |
CNH
CNH Industrial
CNH
|
$1.06M |
| 2 |
CME Group
CME
|
$757K |
| 3 |
Gilead Sciences
GILD
|
$548K |
| 4 |
Intel
INTC
|
$540K |
| 5 |
Humana
HUM
|
$391K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.72M |
| 2 |
Qualcomm
QCOM
|
$1.67M |
| 3 |
3M
MMM
|
$1.58M |
| 4 |
Newmont
NEM
|
$950K |
| 5 |
Amgen
AMGN
|
$731K |
Sector Composition
| 1 | Financials | 21.15% |
| 2 | Technology | 10.18% |
| 3 | Healthcare | 8.79% |
| 4 | Communication Services | 8.17% |
| 5 | Industrials | 7.64% |
