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
$200M
AUM Growth
+$336K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$735K
3
+$725K
4
NTES icon
NetEase
NTES
+$658K
5
MSM icon
MSC Industrial Direct
MSM
+$611K

Top Sells

1
+$1.05M
2
+$925K
3
+$816K
4
GS icon
Goldman Sachs
GS
+$743K
5
JNPR
Juniper Networks
JNPR
+$725K

Sector Composition

1 Financials 22.53%
2 Technology 10.61%
3 Healthcare 8.41%
4 Communication Services 7.85%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.57%
25,558
52
$1.14M 0.57%
9,367
+1,787
53
$1.13M 0.57%
10,601
-158
54
$1.12M 0.56%
18,824
+6,073
55
$1.12M 0.56%
13,372
-1,426
56
$1.12M 0.56%
5,077
-630
57
$1.11M 0.56%
5,390
+31
58
$1.1M 0.55%
5,901
-4,380
59
$1.08M 0.54%
45,192
-3,322
60
$1.08M 0.54%
24,060
-2,182
61
$1.08M 0.54%
21,194
-2,000
62
$1.01M 0.5%
14,059
-936
63
$981K 0.49%
8,680
-470
64
$976K 0.49%
23,435
-300
65
$940K 0.47%
24,024
-2,041
66
$911K 0.46%
4,602
+508
67
$909K 0.45%
11,594
+385
68
$873K 0.44%
5,124
-1,108
69
$862K 0.43%
27,944
+257
70
$860K 0.43%
3,697
-61
71
$847K 0.42%
10,855
-1,210
72
$837K 0.42%
3,086
-4
73
$827K 0.41%
31,520
-3,618
74
$820K 0.41%
3,368
-311
75
$793K 0.4%
1,492
-30
1 2
3
4 5