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
$275M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$1.98M
3
+$1.07M
4
STX icon
Seagate
STX
+$1.05M
5
GEN icon
Gen Digital
GEN
+$984K

Top Sells

1
+$1.08M
2
+$1.08M
3
+$1.08M
4
MD icon
Pediatrix Medical
MD
+$1.08M
5
WBA
Walgreens Boots Alliance
WBA
+$1.01M

Sector Composition

1 Consumer Discretionary 22.46%
2 Financials 10.69%
3 Industrials 9.17%
4 Healthcare 6.7%
5 Technology 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 1.81%
100,976
+6,622
27
$4.99M 1.81%
37,769
-1,090
28
$4.99M 1.81%
97,803
+6,283
29
$4.99M 1.81%
369,802
-21,589
30
$4.98M 1.81%
64,370
-5,739
31
$4.98M 1.81%
62,520
-1,308
32
$4.97M 1.8%
159,014
+19,076
33
$4.96M 1.8%
177,842
+8,292
34
$4.96M 1.8%
200,238
+28,923
35
$4.91M 1.78%
61,427
-8,206
36
$4.74M 1.72%
44,888
+3,277
37
$3.18M 1.16%
36,499
+514
38
$3.09M 1.12%
18,992
+267
39
$2.76M 1%
77,322
+1,090
40
$2.69M 0.98%
23,995
+338
41
$2.46M 0.9%
88,919
-1,752
42
$2.38M 0.86%
44,815
+2,967
43
$2.01M 0.73%
17,240
+2,075
44
$1.98M 0.72%
+54,769
45
$1.76M 0.64%
42,515
+20,609
46
$1.28M 0.47%
46,433
+38,754
47
$1.24M 0.45%
61,259
+10,021
48
$1.24M 0.45%
26,096
+22,074
49
$1.22M 0.44%
36,509
-913
50
$990K 0.36%
51,313
+1,835
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