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
151
$277K 0.15%
3,595
152
$272K 0.14%
7,329
+7
153
$269K 0.14%
48,249
154
$267K 0.14%
5,361
155
$267K 0.14%
7,075
-2,178
156
$263K 0.14%
1,679
-60
157
$263K 0.14%
2,718
158
$260K 0.14%
1,219
159
$256K 0.14%
4,400
160
$252K 0.13%
3,388
161
$251K 0.13%
15,075
+2,512
162
$251K 0.13%
2,492
163
$246K 0.13%
4,513
+6
164
$244K 0.13%
+1,509
165
$233K 0.12%
+2,053
166
$233K 0.12%
+3,320
167
$229K 0.12%
+2,128
168
$228K 0.12%
10,624
169
$228K 0.12%
+2,783
170
$227K 0.12%
2,235
+2
171
$224K 0.12%
+1,081
172
$222K 0.12%
+1,718
173
$220K 0.12%
2,250
-1,332
174
$220K 0.12%
+8,023
175
$211K 0.11%
6,926
+12
4 5 6
7
8