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
$350M
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$30.4M
3
+$14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$12.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.91M

Top Sells

1
+$4.75M
2
+$4.64M
3
+$3.22M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.92M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.46M

Sector Composition

1 Technology 9.82%
2 Consumer Discretionary 7.73%
3 Financials 5.9%
4 Healthcare 5.89%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.34%
+4,256
27
$1.17M 0.34%
+4,685
28
$1.13M 0.32%
21,530
-2,172
29
$1.08M 0.31%
19,562
+1,365
30
$1.06M 0.3%
11,265
+5,170
31
$1.05M 0.3%
17,622
+3,462
32
$1.04M 0.3%
21,435
-3,428
33
$1.03M 0.3%
+29,893
34
$1.03M 0.29%
59,201
+8,277
35
$1.02M 0.29%
55,929
-15,880
36
$1.02M 0.29%
59,661
-8,837
37
$1.02M 0.29%
12,820
-2,739
38
$1.02M 0.29%
98,591
+18,654
39
$1.02M 0.29%
32,950
-1,098
40
$1.02M 0.29%
7,331
-5,843
41
$1.02M 0.29%
+30,355
42
$1.02M 0.29%
13,916
-3,292
43
$1.01M 0.29%
20,661
-11,478
44
$1.01M 0.29%
94,902
-17,730
45
$1.01M 0.29%
63,741
+2,648
46
$1.01M 0.29%
38,586
-24,360
47
$1.01M 0.29%
422,655
+87,082
48
$1.01M 0.29%
48,602
-8,745
49
$1.01M 0.29%
22,102
-3,997
50
$1.01M 0.29%
22,399
-5,167
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