RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
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
+$17.1M
2
+$11.8M
3
+$11.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.66M
5
SRE icon
Sempra
SRE
+$5.92M

Top Sells

1
+$27M
2
+$10.9M
3
+$9.66M
4
CAH icon
Cardinal Health
CAH
+$7.88M
5
LOW icon
Lowe's Companies
LOW
+$7.88M

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
401
– –
-38,148
402
– –
-1,092
403
– –
-14,109
13 14 15 16
17