RIM

Redwood Investment Management Portfolio holdings

AUM $943M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
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
251
$633K 0.06%
32,513
-3,603
252
$632K 0.06%
37,387
-7,309
253
$631K 0.06%
11,655
-4,314
254
$631K 0.06%
+14,683
255
$631K 0.06%
+5,878
256
$631K 0.06%
7,612
-4,324
257
$631K 0.06%
+12,874
258
$631K 0.06%
+34,401
259
$631K 0.06%
+21,952
260
$631K 0.06%
18,727
-3,958
261
$630K 0.06%
6,766
-3,170
262
$630K 0.06%
9,527
-5,516
263
$630K 0.06%
16,996
-10,343
264
$630K 0.06%
+26,531
265
$630K 0.06%
+41,838
266
$629K 0.06%
20,743
-936
267
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35,868
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268
$628K 0.06%
4,285
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269
$628K 0.06%
8,468
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270
$626K 0.06%
17,629
-239,633
271
$626K 0.06%
3,805
+370
272
$624K 0.06%
+18,906
273
$623K 0.06%
+11,865
274
$606K 0.06%
+17,989
275
$569K 0.05%
4,635
+784
9 10
11
12 13