We are live on ! Find out more
RIM

Redwood Investment Management Portfolio holdings

AUM $805M
1-Year Est. Return 15.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$20.7M
3
+$20.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.4M
5
AAPL icon
Apple
AAPL
+$7.28M

Top Sells

1
+$33.7M
2
+$25.1M
3
+$25M
4
MCK icon
McKesson
MCK
+$14.4M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$12.1M

Sector Composition

1 Technology 8.39%
2 Consumer Discretionary 7.97%
3 Financials 6.32%
4 Consumer Staples 4.54%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-135,486
327
– –
-296,607
328
– –
-55,642
329
– –
-4,005
330
– –
-1,299
331
– –
-6,952
332
– –
-6,649
333
– –
-13,780
334
– –
-70,915
335
– –
-23,030
336
– –
-2,819
337
– –
-17,435
338
– –
-57,149
339
– –
-13,709
340
– –
-6,874
341
– –
-15,799
342
– –
-12,344
343
– –
-15,262
344
– –
-1,291
345
– –
-15,951
346
– –
-14,432
347
– –
-15,327
348
– –
-5,270
349
– –
-14,485
350
– –
-9,190
12 13
14
15 16