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
$701M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$6.76M
3
+$2.45M
4
RHI icon
Robert Half
RHI
+$2.27M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$2.88M
2
+$1.79M
3
+$1.75M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.42M
5
MSCI icon
MSCI
MSCI
+$1.32M

Sector Composition

1 Financials 12.96%
2 Technology 10.65%
3 Consumer Discretionary 8.02%
4 Industrials 6.13%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 0.77%
49,618
27
$5.35M 0.76%
22,632
+1,856
28
$5.25M 0.75%
100,650
+34,038
29
$5.16M 0.74%
23,616
30
$5.1M 0.73%
186,428
+39,377
31
$4.99M 0.71%
35,250
+272
32
$4.7M 0.67%
113,170
33
$4.69M 0.67%
35,050
34
$4.65M 0.66%
130,896
-16,098
35
$4.48M 0.64%
84,129
+25,837
36
$4.28M 0.61%
19,412
+3,167
37
$4.15M 0.59%
125,812
-3,560
38
$4.07M 0.58%
303,121
+44,067
39
$4.05M 0.58%
27,914
+4,328
40
$4.01M 0.57%
67,571
+12,095
41
$4M 0.57%
30,864
+4,953
42
$3.94M 0.56%
64,576
+9,897
43
$3.93M 0.56%
248,994
+47,727
44
$3.79M 0.54%
18,492
+2,794
45
$3.79M 0.54%
17,807
-1,057
46
$3.66M 0.52%
51,646
+7,286
47
$3.35M 0.48%
66,544
+4,883
48
$3.32M 0.47%
52,582
+6,539
49
$3.19M 0.45%
11,300
-501
50
$3.08M 0.44%
175,134
+87,494
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