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
$122M
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$563K
2 +$540K
3 +$508K
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$471K
5
LYB icon
LyondellBasell Industries
LYB
+$427K

Top Sells

1 +$1.18M
2 +$1.08M
3 +$641K
4
TSCO icon
Tractor Supply
TSCO
+$549K
5
MRK icon
Merck
MRK
+$511K

Sector Composition

1 Financials 30.11%
2 Healthcare 10.31%
3 Industrials 9.99%
4 Consumer Discretionary 5.32%
5 Technology 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,829
202
-1,783