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
$275M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$1.98M
3
+$1.07M
4
STX icon
Seagate
STX
+$1.05M
5
GEN icon
Gen Digital
GEN
+$984K

Top Sells

1
+$1.08M
2
+$1.08M
3
+$1.08M
4
MD icon
Pediatrix Medical
MD
+$1.08M
5
WBA
Walgreens Boots Alliance
WBA
+$1.01M

Sector Composition

1 Consumer Discretionary 22.46%
2 Financials 10.69%
3 Industrials 9.17%
4 Healthcare 6.7%
5 Technology 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$986K 0.36%
13,482
-1,239
52
$985K 0.36%
12,781
-1,780
53
$985K 0.36%
26,892
+20,052
54
$985K 0.36%
36,259
-7,086
55
$984K 0.36%
+46,245
56
$984K 0.36%
22,706
-2,892
57
$984K 0.36%
13,435
-2,335
58
$984K 0.36%
37,307
-6,567
59
$984K 0.36%
67,735
-6,696
60
$984K 0.36%
15,186
-1,415
61
$983K 0.36%
25,017
+3,209
62
$983K 0.36%
14,045
-2,368
63
$983K 0.36%
25,543
-1,092
64
$983K 0.36%
58,245
-1,682
65
$983K 0.36%
39,170
-8,346
66
$983K 0.36%
+36,053
67
$982K 0.36%
+43,590
68
$981K 0.36%
5,205
-589
69
$981K 0.36%
107,950
-17,300
70
$981K 0.36%
78,654
-15,778
71
$981K 0.36%
11,698
-919
72
$981K 0.36%
36,366
-8,523
73
$981K 0.36%
46,985
-1,476
74
$981K 0.36%
35,176
-7,006
75
$980K 0.36%
14,103
-2,567
1 2
3
4 5