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
$763M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.5M
3
+$12.5M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$7.06M

Top Sells

1
+$35.4M
2
+$25.7M
3
+$7.01M
4
ACI icon
Albertsons Companies
ACI
+$6.59M
5
KEYS icon
Keysight
KEYS
+$6.04M

Sector Composition

1 Financials 14.73%
2 Technology 12%
3 Consumer Discretionary 11.9%
4 Industrials 5.8%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.52%
35,029
-2,277
52
$3.9M 0.51%
178,382
+48,933
53
$3.61M 0.47%
46,676
-5,906
54
$3.59M 0.47%
102,919
+37,670
55
$3M 0.39%
27,666
+5,231
56
$2.97M 0.39%
20,480
+780
57
$2.96M 0.39%
7,132
+4,155
58
$2.62M 0.34%
88,910
+48,710
59
$2.34M 0.31%
77,490
+7,150
60
$2.32M 0.3%
57,277
+1,733
61
$2.27M 0.3%
81,994
-1,414
62
$2.27M 0.3%
23,368
-333
63
$2.26M 0.3%
+26,656
64
$2.26M 0.3%
78,026
-2,235
65
$2.26M 0.3%
131,086
-4,813
66
$2.26M 0.3%
22,292
-1,114
67
$2.26M 0.3%
37,255
+5,116
68
$2.26M 0.3%
65,070
+947
69
$2.26M 0.3%
23,766
+1,904
70
$2.26M 0.3%
82,958
+20,905
71
$2.26M 0.3%
94,964
+6,733
72
$2.26M 0.3%
21,163
+866
73
$2.25M 0.3%
109,924
+13,743
74
$2.25M 0.29%
150,086
+27,399
75
$2.25M 0.29%
97,718
+16,370
1 2
3
4 5