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
676
$2.13K ﹤0.01%
+50
677
$2.11K ﹤0.01%
+54
678
$2.09K ﹤0.01%
+19
679
$2.08K ﹤0.01%
+5
680
$2.04K ﹤0.01%
+42
681
$2.03K ﹤0.01%
+318
682
$2.02K ﹤0.01%
+9
683
$1.98K ﹤0.01%
+28
684
$1.96K ﹤0.01%
+65
685
$1.93K ﹤0.01%
+82
686
$1.92K ﹤0.01%
+19
687
$1.92K ﹤0.01%
+29
688
$1.9K ﹤0.01%
+283
689
$1.89K ﹤0.01%
+1,000
690
$1.87K ﹤0.01%
+16
691
$1.84K ﹤0.01%
+84
692
$1.81K ﹤0.01%
+13
693
$1.79K ﹤0.01%
+8
694
$1.77K ﹤0.01%
+24
695
$1.72K ﹤0.01%
+13
696
$1.69K ﹤0.01%
+46
697
$1.67K ﹤0.01%
+10
698
$1.67K ﹤0.01%
+558
699
$1.66K ﹤0.01%
+34
700
$1.66K ﹤0.01%
+26
26 27
28
29 30