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
701
$1.61K ﹤0.01%
+58
702
$1.59K ﹤0.01%
+50
703
$1.59K ﹤0.01%
+56
704
$1.58K ﹤0.01%
+20
705
$1.58K ﹤0.01%
+152
706
$1.56K ﹤0.01%
+104
707
$1.44K ﹤0.01%
+5
708
$1.4K ﹤0.01%
+48
709
$1.38K ﹤0.01%
+35
710
$1.37K ﹤0.01%
+7
711
$1.34K ﹤0.01%
+120
712
$1.33K ﹤0.01%
+50
713
$1.33K ﹤0.01%
+388
714
$1.32K ﹤0.01%
+3
715
$1.31K ﹤0.01%
+73
716
$1.29K ﹤0.01%
+43
717
$1.29K ﹤0.01%
+116
718
$1.25K ﹤0.01%
+22
719
$1.23K ﹤0.01%
+5
720
$1.18K ﹤0.01%
+14
721
$1.18K ﹤0.01%
+14
722
$1.18K ﹤0.01%
+104
723
$1.14K ﹤0.01%
+13
724
$1.1K ﹤0.01%
+1,000
725
$1.09K ﹤0.01%
+400
27 28
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