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
76
$801K 0.42%
12,751
+4,731
77
$762K 0.4%
3,856
-24
78
$761K 0.4%
25,044
+120
79
$760K 0.4%
10,508
+210
80
$735K 0.39%
3,200
81
$731K 0.39%
2,956
+43
82
$730K 0.39%
27,328
+6,186
83
$716K 0.38%
19,328
-11,657
84
$715K 0.38%
5,596
+2,063
85
$715K 0.38%
3,917
+2
86
$711K 0.38%
1,702
-28
87
$704K 0.37%
3,091
88
$690K 0.37%
6,551
+2,924
89
$688K 0.36%
15,080
+1,431
90
$687K 0.36%
2,415
-5
91
$681K 0.36%
2,041
92
$669K 0.35%
26,126
+2,179
93
$663K 0.35%
23,630
+4
94
$658K 0.35%
+37,101
95
$642K 0.34%
631
96
$640K 0.34%
7,080
-470
97
$635K 0.34%
6,713
+944
98
$622K 0.33%
20,988
99
$613K 0.32%
47,305
+37,305
100
$609K 0.32%
3,551
-120
2 3
4
5 6