RI
Ridgewood Investments Portfolio holdings
AUM
$237M
1-Year Est. Return
16.43%
1 Year Est. Return
+16.43%
AUM
$231M
AUM Growth
+$16.7M
(+7.8%)
Holding
704
Top Buys
| 1 | +$1.57M | |
| 2 | +$1.28M | |
| 3 | +$948K | |
| 4 |
AES
AES
|
+$829K |
| 5 |
Exxon Mobil
XOM
|
+$817K |
Top Sells
| 1 | +$1.99M | |
| 2 | +$1.36M | |
| 3 | +$939K | |
| 4 |
Boeing
BA
|
+$888K |
| 5 |
Walt Disney
DIS
|
+$878K |
Sector Composition
| 1 | Financials | 20.54% |
| 2 | Technology | 14.26% |
| 3 | Industrials | 7.27% |
| 4 | Communication Services | 6.98% |
| 5 | Healthcare | 6.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
XXII
701
22nd Century Group
XXII
$6.62M
| – | – |
0
|
|
||
702
Zimmer Biomet
ZBH
$17.6B
| – | – |
-300
|
|
||
|
QXO
703
QXO Inc
QXO
$16.9B
| – | – |
-2,000
|
|
||
|
LGF.B
704
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| – | – |
-35
|
|