RI

Ridgewood Investments Portfolio holdings

AUM $231M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.58M
3 +$771K
4
AMAT icon
Applied Materials
AMAT
+$623K
5
QCOM icon
Qualcomm
QCOM
+$602K

Top Sells

1 +$639K
2 +$474K
3 +$456K
4
RTX icon
RTX Corp
RTX
+$390K
5
IBM icon
IBM
IBM
+$259K

Sector Composition

1 Financials 21.23%
2 Technology 11.9%
3 Healthcare 8.48%
4 Communication Services 7.83%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$185K 0.09%
3,043
177
$184K 0.09%
8,408
178
$184K 0.09%
3,933
-295
179
$182K 0.09%
392
180
$181K 0.09%
4,107
-183
181
$180K 0.09%
5,213
182
$179K 0.09%
381
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183
$173K 0.08%
1,497
184
$173K 0.08%
1,317
185
$172K 0.08%
2,200
186
$167K 0.08%
2,514
187
$166K 0.08%
6,090
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188
$165K 0.08%
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189
$162K 0.08%
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190
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$159K 0.08%
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+1,350
192
$158K 0.08%
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$156K 0.08%
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194
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195
$152K 0.07%
1,891
196
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197
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4,800
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198
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2,484
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199
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1,335
-711
200
$141K 0.07%
2,986