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
$922M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.6M
3
+$19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.5M
5
AAPL icon
Apple
AAPL
+$6.98M

Top Sells

1
+$31M
2
+$24.7M
3
+$23.7M
4
MCK icon
McKesson
MCK
+$15.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.2M

Sector Composition

1 Technology 8.39%
2 Consumer Discretionary 7.97%
3 Financials 6.32%
4 Consumer Staples 4.54%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$821K 0.09%
9,019
-15,747
227
$810K 0.09%
15,194
-20,703
228
$785K 0.09%
16,079
-1,643
229
$727K 0.08%
9,104
+2,115
230
$707K 0.08%
12,040
+81
231
$654K 0.07%
66,101
-88,942
232
$634K 0.07%
8,104
-917
233
$634K 0.07%
23,934
-35,077
234
$598K 0.06%
6,049
-62,696
235
$570K 0.06%
10,565
+1,256
236
$568K 0.06%
2,283
-8,894
237
$516K 0.06%
+7,200
238
$481K 0.05%
20,937
+11,958
239
$480K 0.05%
4,127
-45
240
$472K 0.05%
+1,512
241
$459K 0.05%
+10,991
242
$459K 0.05%
+6,397
243
$453K 0.05%
2,629
-107
244
$441K 0.05%
12,116
-4,554
245
$408K 0.04%
1,517
-4,882
246
$396K 0.04%
52,407
-73,720
247
$394K 0.04%
+2,972
248
$390K 0.04%
+2,599
249
$386K 0.04%
3,913
-10,018
250
$375K 0.04%
+1,932
8 9
10
11 12