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
301
$382K 0.03%
+1,824
302
$374K 0.03%
+460
303
$369K 0.03%
4,068
-64,993
304
$352K 0.03%
15,257
+3,497
305
$344K 0.03%
3,084
-363
306
$343K 0.03%
11,510
-5,416
307
$335K 0.03%
+3,982
308
$329K 0.03%
619
-2,181
309
$324K 0.03%
+5,331
310
$320K 0.03%
+830
311
$320K 0.03%
5,765
+695
312
$314K 0.03%
+2,358
313
$310K 0.03%
+31,648
314
$306K 0.03%
+3,279
315
$306K 0.03%
+1,859
316
$298K 0.03%
+3,768
317
$273K 0.03%
+12,162
318
$269K 0.02%
4,045
-105
319
$264K 0.02%
2,453
+246
320
$263K 0.02%
+3,820
321
$256K 0.02%
+3,000
322
$256K 0.02%
5,499
-62,624
323
$253K 0.02%
+972
324
$253K 0.02%
+4,909
325
$252K 0.02%
6,014
-801
11 12
13
14 15