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
$169M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.05M
3
+$932K
4
U icon
Unity
U
+$864K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$845K

Top Sells

1
+$1.69M
2
+$399K
3
+$395K
4
SWK icon
Stanley Black & Decker
SWK
+$329K
5
WBA
Walgreens Boots Alliance
WBA
+$325K

Sector Composition

1 Financials 21.8%
2 Technology 10.68%
3 Healthcare 9.29%
4 Industrials 7.99%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.61%
24,901
-3,111
52
$1.01M 0.6%
26,738
-1,658
53
$1M 0.59%
9,660
-3,845
54
$956K 0.57%
25,784
-1,814
55
$948K 0.56%
10,852
-4
56
$935K 0.55%
3,587
-833
57
$932K 0.55%
+5,469
58
$915K 0.54%
5,838
-23
59
$913K 0.54%
30,985
-535
60
$899K 0.53%
4,096
-112
61
$893K 0.53%
8,069
+814
62
$892K 0.53%
10,814
-2,484
63
$884K 0.52%
1,522
-140
64
$872K 0.52%
11,266
-306
65
$868K 0.51%
24,291
-521
66
$864K 0.51%
+21,142
67
$857K 0.51%
19,656
-1,164
68
$846K 0.5%
3,257
-152
69
$845K 0.5%
+20,729
70
$843K 0.5%
2,108
+593
71
$838K 0.5%
3,880
-71
72
$821K 0.49%
12,268
-77
73
$818K 0.48%
13,811
-505
74
$780K 0.46%
25,507
+1,401
75
$765K 0.45%
17,800
+7,610
1 2
3
4 5