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
$701M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$6.76M
3
+$2.45M
4
RHI icon
Robert Half
RHI
+$2.27M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$2.88M
2
+$1.79M
3
+$1.75M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.42M
5
MSCI icon
MSCI
MSCI
+$1.32M

Sector Composition

1 Financials 12.96%
2 Technology 10.65%
3 Consumer Discretionary 8.02%
4 Industrials 6.13%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.08M 0.44%
37,306
+18,889
52
$3.02M 0.43%
74,528
+7,522
53
$2.96M 0.42%
18,107
+9,217
54
$2.87M 0.41%
129,449
+25,045
55
$2.63M 0.38%
19,700
+380
56
$2.59M 0.37%
83,408
-1,900
57
$2.54M 0.36%
122,452
-18,273
58
$2.48M 0.35%
7,294
+3,815
59
$2.37M 0.34%
80,261
+24,403
60
$2.36M 0.34%
22,435
+10,633
61
$2.36M 0.34%
55,136
-15,880
62
$2.29M 0.33%
23,406
+2,727
63
$2.27M 0.32%
135,899
+2,893
64
$2.21M 0.32%
55,544
+19,665
65
$2.21M 0.31%
122,687
+41,152
66
$2.17M 0.31%
13,240
+1,200
67
$2.17M 0.31%
53,459
+26,499
68
$2.11M 0.3%
49,601
+29,882
69
$2.09M 0.3%
16,486
-593
70
$2.08M 0.3%
28,925
+1,043
71
$2.07M 0.3%
129,775
+15,459
72
$2.07M 0.3%
21,862
+2,992
73
$2.05M 0.29%
157,075
+15,720
74
$2.05M 0.29%
88,231
+14,232
75
$2.02M 0.29%
40,130
-3,747
1 2
3
4 5