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
$127M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$933K
2 +$510K
3 +$487K
4
CLB icon
Core Laboratories
CLB
+$475K
5
QCOM icon
Qualcomm
QCOM
+$469K

Top Sells

1 +$1.15M
2 +$573K
3 +$540K
4
CTXS
Citrix Systems Inc
CTXS
+$483K
5
ATVI
Activision Blizzard
ATVI
+$471K

Sector Composition

1 Financials 24.03%
2 Healthcare 13.3%
3 Technology 8.58%
4 Consumer Discretionary 7.86%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
0
202
-1,114
203
-2,589
204
-62,005