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
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.2M 0.69%
35,750
-7,886
27
$7.12M 0.68%
41,728
-8,601
28
$7.08M 0.68%
316,870
-22,793
29
$7.08M 0.67%
33,187
-191
30
$7.08M 0.67%
206,233
+21,304
31
$7.04M 0.67%
+19,253
32
$6.98M 0.67%
78,447
+2,355
33
$6.98M 0.67%
142,115
+17,014
34
$6.94M 0.66%
57,058
+5,825
35
$6.92M 0.66%
247,596
-97,384
36
$6.91M 0.66%
156,723
+42,323
37
$5.81M 0.55%
32,195
+14,764
38
$5.64M 0.54%
25,106
-15,992
39
$5.63M 0.54%
13,700
+1,490
40
$5.61M 0.53%
114,492
-15,362
41
$5.58M 0.53%
105,765
-1,045
42
$5.51M 0.53%
34,845
-1,407
43
$5.51M 0.53%
71,864
+11,495
44
$5.5M 0.52%
42,508
-6,977
45
$5.5M 0.52%
91,035
-24,497
46
$5.47M 0.52%
191,194
+22,858
47
$5.47M 0.52%
139,693
+28,533
48
$5.46M 0.52%
76,037
-6,686
49
$5.46M 0.52%
69,557
+5,610
50
$5.45M 0.52%
811,419
+127,350
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