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
$673M
AUM Growth
-$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.1M
3
+$2.99M
4
LKQ icon
LKQ Corp
LKQ
+$2.91M
5
DAN icon
Dana Inc
DAN
+$2.83M

Top Sells

1
+$17.1M
2
+$12.5M
3
+$12.5M
4
AAPL icon
Apple
AAPL
+$6.35M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.51M

Sector Composition

1 Financials 15.88%
2 Consumer Discretionary 12%
3 Technology 11.76%
4 Industrials 5.83%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.9M 0.43%
233,514
+146,595
52
$2.88M 0.43%
27,331
+10,559
53
$2.88M 0.43%
89,141
+31,864
54
$2.86M 0.43%
554,330
+133,585
55
$2.86M 0.42%
120,356
+25,392
56
$2.86M 0.42%
90,937
+20,076
57
$2.85M 0.42%
26,593
+5,430
58
$2.85M 0.42%
104,578
-5,346
59
$2.85M 0.42%
48,718
+11,463
60
$2.84M 0.42%
121,023
+38,065
61
$2.83M 0.42%
123,842
+42,542
62
$2.83M 0.42%
+160,909
63
$2.83M 0.42%
87,464
+5,470
64
$2.82M 0.42%
122,470
+24,752
65
$2.82M 0.42%
28,581
+5,213
66
$2.82M 0.42%
102,679
+40,666
67
$2.82M 0.42%
224,252
+32,631
68
$2.81M 0.42%
42,418
+9,841
69
$2.81M 0.42%
131,331
-47,051
70
$2.81M 0.42%
43,609
+2,974
71
$2.81M 0.42%
31,232
-3,797
72
$2.81M 0.42%
33,534
+6,878
73
$2.79M 0.41%
79,636
+26,335
74
$2.78M 0.41%
88,164
+23,094
75
$2.68M 0.4%
7,452
+2,928
1 2
3
4 5