RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.6M
3
+$19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.5M
5
AAPL icon
Apple
AAPL
+$6.98M

Top Sells

1
+$31M
2
+$24.7M
3
+$23.7M
4
MCK icon
McKesson
MCK
+$15.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.2M

Sector Composition

1 Technology 8.39%
2 Consumer Discretionary 7.97%
3 Financials 6.32%
4 Consumer Staples 4.54%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.09M 0.55%
92,654
-9,798
27
$5.09M 0.55%
205,281
-22,904
28
$5.07M 0.55%
109,562
+1,849
29
$5.05M 0.55%
39,385
+9,145
30
$5.05M 0.55%
70,518
+6,377
31
$5.04M 0.55%
19,846
+1,909
32
$5.03M 0.55%
76,836
+1,183
33
$5M 0.54%
127,572
-13,658
34
$5M 0.54%
103,976
+33,930
35
$4.99M 0.54%
75,792
+4,977
36
$4.95M 0.54%
13,681
-16,907
37
$4.66M 0.5%
24,469
+11,346
38
$4.64M 0.5%
148,831
-35,266
39
$4.02M 0.44%
34,739
40
$3.8M 0.41%
26,099
-2,246
41
$3.72M 0.4%
28,255
-5,038
42
$3.71M 0.4%
185,161
-33,462
43
$3.71M 0.4%
117,510
-52,848
44
$3.7M 0.4%
164,179
+1,050
45
$3.7M 0.4%
63,204
-6,895
46
$3.7M 0.4%
191,742
+19,016
47
$3.69M 0.4%
10,693
-6,414
48
$3.69M 0.4%
146,132
+23,805
49
$3.69M 0.4%
112,202
+454
50
$3.69M 0.4%
34,515
-1,352
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