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
$163M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$573K
3 +$512K
4
IFF icon
International Flavors & Fragrances
IFF
+$417K
5
AMGN icon
Amgen
AMGN
+$416K

Top Sells

1 +$957K
2 +$805K
3 +$619K
4
KMB icon
Kimberly-Clark
KMB
+$614K
5
GS icon
Goldman Sachs
GS
+$511K

Sector Composition

1 Financials 23.04%
2 Healthcare 10.59%
3 Technology 8.9%
4 Industrials 7.49%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$162K 0.1%
7,315
-4,821
202
$160K 0.1%
+2,329
203
$159K 0.1%
+4,323
204
$159K 0.1%
+3,752
205
$157K 0.1%
1,474
-3,986
206
$156K 0.1%
+382
207
$153K 0.09%
+835
208
$152K 0.09%
+4,450
209
$151K 0.09%
+8,681
210
$150K 0.09%
+5,252
211
$149K 0.09%
+1,065
212
$149K 0.09%
+729
213
$148K 0.09%
+1,167
214
$148K 0.09%
+1,334
215
$145K 0.09%
+423
216
$144K 0.09%
+965
217
$143K 0.09%
+4,194
218
$141K 0.09%
+5,449
219
$141K 0.09%
+1,500
220
$137K 0.08%
+3,054
221
$136K 0.08%
+1,478
222
$136K 0.08%
+7,909
223
$133K 0.08%
+1,860
224
$133K 0.08%
+1,930
225
$133K 0.08%
+5,213