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
$189M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.17M
3
+$1.06M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$852K
5
SNN icon
Smith & Nephew
SNN
+$745K

Top Sells

1
+$1M
2
+$956K
3
+$948K
4
IFF icon
International Flavors & Fragrances
IFF
+$652K
5
SMG icon
ScottsMiracle-Gro
SMG
+$633K

Sector Composition

1 Financials 21.9%
2 Technology 10.77%
3 Healthcare 9.18%
4 Communication Services 8.1%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.6%
35,140
+451
52
$1.13M 0.6%
2,939
-247
53
$1.12M 0.59%
26,742
+4
54
$1.07M 0.57%
22,735
-1,457
55
$1.05M 0.56%
19,958
+302
56
$1.03M 0.54%
19,038
-925
57
$1.01M 0.54%
9,316
+1,247
58
$976K 0.52%
5,059
+1,472
59
$976K 0.52%
4,138
+42
60
$962K 0.51%
14,942
+1,131
61
$958K 0.51%
2,333
+225
62
$954K 0.5%
1,522
63
$953K 0.5%
5,469
64
$941K 0.5%
23,694
+2,965
65
$929K 0.49%
17,750
-50
66
$924K 0.49%
5,838
67
$921K 0.49%
25,699
+798
68
$872K 0.46%
11,274
+8
69
$856K 0.45%
27,767
+2,260
70
$835K 0.44%
25,722
+1,431
71
$822K 0.44%
34,100
+7,700
72
$821K 0.43%
5,106
73
$811K 0.43%
12,110
-92
74
$808K 0.43%
10,715
+1,622
75
$806K 0.43%
6,418
+148
1 2
3
4 5