RI
Ridgewood Investments Portfolio holdings
AUM
$231M
This Quarter Return
-6.6%
1 Year Return
+17.35%
3 Year Return
+46.12%
5 Year Return
+86.39%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-5.5%)
Cap. Flow
+$5.41M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
26.62%
Holding
196
New
12
Increased
76
Reduced
45
Closed
21
Top Buys
| 1 |
Stanley Black & Decker
SWK
|
$416K |
| 2 |
Newmont
NEM
|
$408K |
| 3 |
B
Barrick Mining Corporation
B
|
$390K |
| 4 |
Citizens Financial Group
CFG
|
$368K |
| 5 |
Comcast
CMCSA
|
$351K |
Top Sells
| 1 |
GSK
GSK
|
$457K |
| 2 |
Spotify
SPOT
|
$438K |
| 3 |
Pinterest
PINS
|
$390K |
| 4 |
CTXS
Citrix Systems Inc
CTXS
|
$387K |
| 5 |
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% |
