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
$163M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$573K
3
+$512K
4
IFF icon
International Flavors & Fragrances
IFF
+$417K
5
AMGN icon
Amgen
AMGN
+$416K

Top Sells

1
+$957K
2
+$805K
3
+$619K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
GS icon
Goldman Sachs
GS
+$511K

Sector Composition

1 Financials 23.04%
2 Healthcare 10.59%
3 Technology 8.9%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.08K ﹤0.01%
+14
727
$1.08K ﹤0.01%
+17
728
$1.06K ﹤0.01%
+9
729
$1.05K ﹤0.01%
+58
730
$1.02K ﹤0.01%
+79
731
$1.02K ﹤0.01%
+1,000
732
$1.01K ﹤0.01%
+23
733
$936 ﹤0.01%
+58
734
$935 ﹤0.01%
+3
735
$929 ﹤0.01%
+7
736
$911 ﹤0.01%
+4
737
$904 ﹤0.01%
+9
738
$896 ﹤0.01%
+51
739
$873 ﹤0.01%
+8
740
$866 ﹤0.01%
+12
741
$852 ﹤0.01%
+9
742
$842 ﹤0.01%
+23
743
$839 ﹤0.01%
+25
744
$835 ﹤0.01%
+34
745
$828 ﹤0.01%
+5
746
$815 ﹤0.01%
+23
747
$798 ﹤0.01%
+11
748
$798 ﹤0.01%
+19
749
$765 ﹤0.01%
+119
750
$690 ﹤0.01%
+8
28 29
30
31 32