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 | |
|---|---|---|---|---|---|---|
701
Franco-Nevada
FNV
$37.5B
| – | – |
-250
|
|
||
702
iShares MSCI South Korea ETF
EWY
$6.69B
| – | – |
-1,500
|
|
||
703
Duke Energy
DUK
$96.2B
| – | – |
-5
|
|
||
704
Cognizant
CTSH
$35.3B
| – | – |
-100
|
|