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
276
$564K 0.05%
+11,165
277
$563K 0.05%
5,202
278
$563K 0.05%
14,766
-210,362
279
$549K 0.05%
+11,149
280
$541K 0.05%
6,023
-16,550
281
$539K 0.05%
4,976
+490
282
$537K 0.05%
4,878
+1,071
283
$527K 0.05%
6,756
+940
284
$520K 0.05%
6,353
-103,046
285
$519K 0.05%
+1,242
286
$493K 0.05%
1,711
-800
287
$486K 0.04%
10,478
+817
288
$458K 0.04%
6,147
+621
289
$456K 0.04%
5,964
+558
290
$456K 0.04%
9,353
-129,553
291
$438K 0.04%
5,486
-88,286
292
$429K 0.04%
10,535
-195,792
293
$429K 0.04%
4,979
-81,717
294
$424K 0.04%
1,536
-1,009
295
$420K 0.04%
16,728
-264,073
296
$418K 0.04%
6,690
-106,253
297
$418K 0.04%
7,100
-4,115
298
$409K 0.04%
19,604
+5,385
299
$406K 0.04%
1,753
-3,661
300
$398K 0.04%
3,509
-66,431
10 11
12
13 14