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
776
$308 ﹤0.01%
+19
777
$297 ﹤0.01%
+32
778
$282 ﹤0.01%
+2
779
$272 ﹤0.01%
+27
780
$227 ﹤0.01%
+3
781
$205 ﹤0.01%
+38
782
$202 ﹤0.01%
+472
783
$173 ﹤0.01%
+2
784
$167 ﹤0.01%
+4
785
$161 ﹤0.01%
+2
786
$157 ﹤0.01%
+5
787
$157 ﹤0.01%
+26
788
$153 ﹤0.01%
+56
789
$142 ﹤0.01%
+2
790
$127 ﹤0.01%
+7
791
$126 ﹤0.01%
+13
792
$113 ﹤0.01%
+6
793
$95 ﹤0.01%
+11
794
$92 ﹤0.01%
+4
795
$91 ﹤0.01%
+10
796
$86 ﹤0.01%
+2
797
$85 ﹤0.01%
+100
798
$85 ﹤0.01%
+8
799
$75 ﹤0.01%
+3
800
$74 ﹤0.01%
+8
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