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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 0.53%
121,874
-6,628
27
$3.17M 0.53%
46,293
-23,075
28
$3.16M 0.53%
261,294
-18,769
29
$3.14M 0.52%
13,844
-2,452
30
$3.09M 0.51%
55,278
-25,723
31
$3.05M 0.51%
94,350
-23,935
32
$2.97M 0.49%
184,371
-34,166
33
$2.92M 0.48%
67,488
-4,615
34
$2.91M 0.48%
118,333
-14,309
35
$2.77M 0.46%
59,496
-7,778
36
$2.75M 0.46%
79,365
-16,590
37
$2.71M 0.45%
85,692
-9,827
38
$2.55M 0.42%
67,932
-37,103
39
$2.55M 0.42%
136,863
-38,598
40
$2.54M 0.42%
25,086
-4,222
41
$2.52M 0.42%
39,635
-7,351
42
$2.52M 0.42%
54,168
-7,458
43
$2.51M 0.42%
19,314
-4,227
44
$2.5M 0.42%
+52,906
45
$2.44M 0.4%
60,273
-15,832
46
$2.4M 0.4%
30,303
-5,620
47
$2.35M 0.39%
42,402
-7,920
48
$2.29M 0.38%
10,275
-1,696
49
$2.27M 0.38%
231,435
-60,648
50
$2.11M 0.35%
33,891
-1,835
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