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
$969M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$15M
3 +$3.6M
4
META icon
Meta Platforms (Facebook)
META
+$2.26M
5
CMA icon
Comerica
CMA
+$2.12M

Top Sells

1 +$13.3M
2 +$12.5M
3 +$5.7M
4
ROG icon
Rogers Corp
ROG
+$3.56M
5
RBA icon
RB Global
RBA
+$3.54M

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.46%
3 Financials 7.87%
4 Energy 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-28,934
277
-55,852