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
101
$602K 0.32%
8,524
+761
102
$586K 0.31%
2,073
-1,184
103
$584K 0.31%
+16,837
104
$577K 0.31%
52,485
+7,000
105
$568K 0.3%
9,538
-2,257
106
$563K 0.3%
11,950
+1,384
107
$561K 0.3%
4,256
+1,402
108
$559K 0.3%
32,732
+19,269
109
$555K 0.29%
7,282
-4,986
110
$550K 0.29%
6,893
+669
111
$541K 0.29%
12,852
+308
112
$537K 0.28%
+13,484
113
$529K 0.28%
43,435
+79
114
$525K 0.28%
11,887
+600
115
$525K 0.28%
8,638
-2
116
$522K 0.28%
197,547
+7,500
117
$519K 0.27%
6,509
-3,026
118
$517K 0.27%
8,176
-18
119
$499K 0.26%
+6,807
120
$472K 0.25%
5,152
-3
121
$471K 0.25%
2,986
-10
122
$457K 0.24%
+4,421
123
$453K 0.24%
40,000
124
$448K 0.24%
18,262
+5,700
125
$436K 0.23%
1,259
-18
3 4
5
6 7