RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.63%
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
+$13.9M
2
+$11.9M
3
+$7.55M
4
MSFT icon
Microsoft
MSFT
+$5.66M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.35M

Top Sells

1
+$12.3M
2
+$7.74M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.44%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 6.49%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-6,542
302
– –
-6,268
303
– –
-8,129
304
– –
-18,532
305
– –
-19,543
306
– –
-83,516
9 10 11 12
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