RI
Ridgewood Investments Portfolio holdings
AUM
$231M
This Quarter Return
+5.62%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+6.9%)
Cap. Flow
+$3.47M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
25.02%
Holding
199
New
11
Increased
80
Reduced
40
Closed
5
Top Buys
| 1 |
Vale
VALE
|
$569K |
| 2 |
FedEx
FDX
|
$431K |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$428K |
| 4 |
Calavo Growers
CVGW
|
$427K |
| 5 |
Takeda Pharmaceutical
TAK
|
$382K |
Top Sells
| 1 |
General Dynamics
GD
|
$901K |
| 2 |
Merck
MRK
|
$543K |
| 3 |
US Bancorp
USB
|
$431K |
| 4 |
Comcast
CMCSA
|
$389K |
| 5 |
Webster Financial
WBS
|
$386K |
Sector Composition
| 1 | Financials | 22.03% |
| 2 | Healthcare | 14.41% |
| 3 | Industrials | 8.24% |
| 4 | Technology | 7.79% |
| 5 | Communication Services | 6.6% |
