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
251
$370K 0.04%
7,454
+35
252
$347K 0.04%
4,718
+65
253
$334K 0.04%
7,206
-806
254
$333K 0.04%
3,063
-64
255
$333K 0.04%
+669
256
$320K 0.03%
4,179
-579
257
$318K 0.03%
33,184
+246
258
$315K 0.03%
6,887
+123
259
$312K 0.03%
4,428
-467
260
$303K 0.03%
15,059
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261
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+1,973
262
$297K 0.03%
+1,483
263
$295K 0.03%
+2,869
264
$288K 0.03%
2,780
-57
265
$286K 0.03%
2,222
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266
$277K 0.03%
+12,843
267
$274K 0.03%
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268
$273K 0.03%
6,054
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269
$254K 0.03%
7,651
-2,187
270
$249K 0.03%
4,911
-4,626
271
$242K 0.03%
2,669
-66
272
$239K 0.03%
+10,510
273
$238K 0.03%
5,765
-34
274
$223K 0.02%
+1,308
275
$221K 0.02%
12,849
-10,319
9 10
11
12 13