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
$476M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.8M
3
+$6.65M
4
MSFT icon
Microsoft
MSFT
+$4.99M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.97M

Top Sells

1
+$11M
2
+$7.06M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.97%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 5.95%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-3,829
277
– –
-6,542
278
– –
-6,268
279
– –
-8,129
280
– –
-193,413
281
– –
-14,971
282
– –
-3,252
283
– –
-31,793
284
– –
-29,360
285
– –
-11,103
286
– –
-7,117
287
– –
-2,166
288
– –
-3,264
289
– –
-3,733
290
– –
-82,128
291
– –
-30,840
292
– –
-2,139
293
– –
-5,328
294
– –
-18,532
295
– –
-19,543
296
– –
-36,652
297
– –
-83,516
298
– –
-109,777
299
– –
-7,944
300
– –
-9,370
9 10 11
12
13