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
$120M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$408K
3
+$390K
4
CFG icon
Citizens Financial Group
CFG
+$368K
5
CMCSA icon
Comcast
CMCSA
+$351K

Top Sells

1
+$457K
2
+$438K
3
+$390K
4
CTXS
Citrix Systems Inc
CTXS
+$387K
5
SAP icon
SAP
SAP
+$352K

Sector Composition

1 Financials 24.84%
2 Healthcare 12.36%
3 Technology 8.31%
4 Consumer Discretionary 7.92%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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