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
$403M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.87M
3
+$6.5M
4
CAT icon
Caterpillar
CAT
+$3.26M
5
V icon
Visa
V
+$3.21M

Top Sells

1
+$31.3M
2
+$17.1M
3
+$16.6M
4
AAPL icon
Apple
AAPL
+$3.17M
5
CLGX
Corelogic, Inc.
CLGX
+$1.28M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 9.3%
3 Financials 9.05%
4 Industrials 8.92%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,324
252
– –
-11,320
253
– –
-2,057
254
– –
-41,313
255
– –
-3,412
256
– –
-15,510
257
– –
-55,929
258
– –
-34,700
259
– –
-2,529
260
– –
-41,574
261
– –
-3,822
262
– –
-6,126
263
– –
-23,881
264
– –
-8,152
265
– –
-4,653
266
– –
-9,597
267
– –
-10,694
268
– –
-22,281
269
– –
-14,415
270
– –
-2,257
271
– –
-36,539
272
– –
-32,245
273
– –
-11,610
274
– –
-147,287
275
– –
-9,037
9 10
11
12 13