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
$370M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.45M
3
+$1.14M
4
HLF icon
Herbalife
HLF
+$1.1M
5
BOX icon
Box
BOX
+$1.06M

Top Sells

1
+$20.3M
2
+$2.09M
3
+$1.93M
4
ACA icon
Arcosa
ACA
+$1.03M
5
PRGO icon
Perrigo
PRGO
+$1.03M

Sector Composition

1 Financials 15.8%
2 Technology 15.12%
3 Consumer Discretionary 10.51%
4 Industrials 9.4%
5 Healthcare 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.05%
86,338
-15,181
27
$3.79M 1.03%
24,649
28
$3.78M 1.02%
118,971
29
$3.77M 1.02%
36,945
30
$3.73M 1.01%
47,859
31
$3.58M 0.97%
21,729
+1,973
32
$3.57M 0.97%
64,574
+5,103
33
$3.57M 0.97%
123,624
+30,785
34
$3.57M 0.96%
32,132
+1,388
35
$3.56M 0.96%
234,998
+20,383
36
$3.56M 0.96%
51,588
+5,393
37
$3.56M 0.96%
46,692
-656
38
$3.56M 0.96%
42,236
+8,789
39
$3.56M 0.96%
43,256
+3,356
40
$3.55M 0.96%
224,548
+6,599
41
$3.54M 0.96%
84,288
+8,611
42
$3.13M 0.85%
119,112
-11,571
43
$2.59M 0.7%
70,461
-4,402
44
$2.41M 0.65%
75,341
+10,023
45
$1.77M 0.48%
38,038
-6,532
46
$1.76M 0.48%
33,653
-5,957
47
$1.39M 0.38%
25,895
-3,078
48
$1.38M 0.37%
64,860
+5,534
49
$1.21M 0.33%
11,060
50
$1.17M 0.32%
14,928
+10,959
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