RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.3M
3
+$12.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.51M
5
SRE icon
Sempra
SRE
+$6.18M

Top Sells

1
+$28M
2
+$11.3M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.65M
5
ALLY icon
Ally Financial
ALLY
+$8.51M

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 7.65%
3 Healthcare 6.31%
4 Financials 5.36%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.34M 0.12%
7,894
-2,470
227
$1.31M 0.12%
13,924
+2,697
228
$1.19M 0.11%
1,800
-350
229
$1.13M 0.1%
+12,517
230
$1.1M 0.1%
22,326
+1,625
231
$1.08M 0.1%
2,222
+7
232
$1.07M 0.1%
21,282
+4,491
233
$930K 0.09%
12,080
+598
234
$929K 0.09%
2,738
-331
235
$829K 0.08%
3,726
-38,874
236
$826K 0.08%
16,328
+3,835
237
$825K 0.08%
24,263
+6,779
238
$817K 0.07%
14,012
+1,485
239
$748K 0.07%
+14,882
240
$738K 0.07%
1,645
-17,305
241
$719K 0.07%
+13,913
242
$691K 0.06%
9,199
+3,196
243
$662K 0.06%
2,210
-22,560
244
$639K 0.06%
6,094
+749
245
$636K 0.06%
26,163
-2,141
246
$636K 0.06%
17,361
-4,614
247
$635K 0.06%
61,076
+743
248
$633K 0.06%
4,791
-827
249
$633K 0.06%
27,732
-13,761
250
$633K 0.06%
32,513
-3,603
8 9
10
11 12