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
751
$681 ﹤0.01%
+7
752
$679 ﹤0.01%
+46
753
$678 ﹤0.01%
+15
754
$677 ﹤0.01%
+7
755
$638 ﹤0.01%
+25
756
$631 ﹤0.01%
+184
757
$621 ﹤0.01%
+40
758
$610 ﹤0.01%
+63
759
$583 ﹤0.01%
+333
760
$581 ﹤0.01%
+8
761
$576 ﹤0.01%
+53
762
$574 ﹤0.01%
+14
763
$570 ﹤0.01%
+11
764
$552 ﹤0.01%
+144
765
$539 ﹤0.01%
+153
766
$468 ﹤0.01%
+170
767
$461 ﹤0.01%
+13
768
$439 ﹤0.01%
+8
769
$431 ﹤0.01%
+19
770
$422 ﹤0.01%
+12
771
$401 ﹤0.01%
+25
772
$390 ﹤0.01%
+13
773
$390 ﹤0.01%
+50
774
$364 ﹤0.01%
+50
775
$337 ﹤0.01%
+14
29 30
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32 33