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
$1.09B
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.3M
3
+$12.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.51M
5
SRE icon
Sempra
SRE
+$6.18M

Top Sells

1
+$28M
2
+$11.3M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.65M
5
ALLY icon
Ally Financial
ALLY
+$8.51M

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 7.65%
3 Healthcare 6.31%
4 Financials 5.36%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.54M 0.6%
50,329
-9,627
27
$6.52M 0.6%
51,233
-8,872
28
$6.51M 0.6%
43,636
-13,622
29
$6.42M 0.59%
115,532
-33,039
30
$6.18M 0.57%
+82,723
31
$6.08M 0.56%
33,378
+22,049
32
$6.07M 0.56%
26,927
+18,192
33
$6.07M 0.56%
76,092
+55,727
34
$6.05M 0.55%
125,101
+88,246
35
$6.05M 0.55%
49,485
+36,789
36
$6.05M 0.55%
+68,668
37
$6.04M 0.55%
156,935
+108,532
38
$6.04M 0.55%
138,867
+103,761
39
$6.04M 0.55%
+41,098
40
$5.68M 0.52%
36,252
+24,673
41
$5.2M 0.48%
129,854
-58,913
42
$5.12M 0.47%
184,929
-119,811
43
$5.04M 0.46%
90,144
+29,251
44
$4.88M 0.45%
12,210
+11,089
45
$4.75M 0.43%
+63,947
46
$4.68M 0.43%
+29,846
47
$4.67M 0.43%
+684,069
48
$4.66M 0.43%
+106,810
49
$4.65M 0.43%
+168,336
50
$4.65M 0.43%
+20,458
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