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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.35%
90,856
-1,726
52
$2.1M 0.35%
52,350
-3,630
53
$2.1M 0.35%
132,312
-63,812
54
$2.07M 0.34%
58,677
+17,977
55
$2.02M 0.34%
95,289
-8,433
56
$1.88M 0.31%
11,540
-280
57
$1.8M 0.3%
22,460
+1,260
58
$1.74M 0.29%
28,334
+15,504
59
$1.64M 0.27%
124,448
-60,004
60
$1.57M 0.26%
71,379
+37,677
61
$1.54M 0.26%
105,927
+65,813
62
$1.51M 0.25%
72,196
-7,231
63
$1.41M 0.23%
57,501
-11,886
64
$1.41M 0.23%
101,357
-2,518
65
$1.38M 0.23%
111,653
+4,956
66
$1.37M 0.23%
24,739
-2,913
67
$1.37M 0.23%
51,869
-40,062
68
$1.37M 0.23%
+35,583
69
$1.36M 0.23%
84,421
-16,197
70
$1.33M 0.22%
107,023
-33,074
71
$1.32M 0.22%
276,139
-73,782
72
$1.32M 0.22%
+76,469
73
$1.31M 0.22%
+40,205
74
$1.3M 0.22%
81,212
-8,543
75
$1.27M 0.21%
65,678
-8,378
1 2
3
4 5