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
$969M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$15M
3
+$3.6M
4
META icon
Meta Platforms (Facebook)
META
+$2.26M
5
CMA icon
Comerica
CMA
+$2.12M

Top Sells

1
+$13.3M
2
+$12.5M
3
+$5.7M
4
ROG icon
Rogers Corp
ROG
+$3.56M
5
RBA icon
RB Global
RBA
+$3.54M

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.46%
3 Financials 7.87%
4 Energy 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.37M 0.86%
143,299
-24,284
27
$8.27M 0.85%
240,594
+47,759
28
$8.05M 0.83%
174,380
+3,596
29
$7.78M 0.8%
236,317
+23,195
30
$7.78M 0.8%
86,737
+9,808
31
$7.53M 0.78%
191,653
-17,585
32
$7.5M 0.77%
182,904
+27,315
33
$7.44M 0.77%
78,649
+12,037
34
$7.22M 0.75%
69,636
+12,729
35
$7.12M 0.74%
69,882
+14,978
36
$7.09M 0.73%
23,255
-6,651
37
$7.05M 0.73%
68,490
+9
38
$6.8M 0.7%
106,947
+1,111
39
$6.75M 0.7%
32,819
+1,167
40
$6.75M 0.7%
24,131
-5,662
41
$6.72M 0.69%
240,548
+2,536
42
$6.65M 0.69%
111,455
-23,837
43
$6.57M 0.68%
159,863
+6,459
44
$6.46M 0.67%
94,049
+5,286
45
$6.41M 0.66%
54,884
+3,507
46
$6.36M 0.66%
239,429
+17,608
47
$6.3M 0.65%
77,311
+6,280
48
$6.18M 0.64%
81,508
+8,068
49
$5.98M 0.62%
61,018
+235
50
$5.96M 0.62%
306,927
-21,931
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