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
$476M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.8M
3
+$6.65M
4
MSFT icon
Microsoft
MSFT
+$4.99M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.97M

Top Sells

1
+$11M
2
+$7.06M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.97%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 5.95%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.33%
19,346
+4,516
52
$1.5M 0.31%
+18,948
53
$1.49M 0.31%
+6,614
54
$1.46M 0.31%
31,200
+390
55
$1.45M 0.31%
678
+76
56
$1.45M 0.31%
+4,793
57
$1.4M 0.29%
115,320
+68,670
58
$1.4M 0.29%
28,443
+5,707
59
$1.39M 0.29%
10,211
+6,181
60
$1.38M 0.29%
15,179
+1,653
61
$1.36M 0.29%
+11,314
62
$1.35M 0.28%
+10,890
63
$1.35M 0.28%
7,371
-27,277
64
$1.35M 0.28%
4,894
-19,211
65
$1.33M 0.28%
12,400
+363
66
$1.28M 0.27%
2,929
+349
67
$1.28M 0.27%
+113,658
68
$1.27M 0.27%
13,421
-43,057
69
$1.27M 0.27%
+8,440
70
$1.27M 0.27%
45,145
-1,344
71
$1.27M 0.27%
3,293
+406
72
$1.27M 0.27%
29,884
-5,627
73
$1.27M 0.27%
+48,565
74
$1.27M 0.27%
+18,786
75
$1.27M 0.27%
+21,518
1 2
3
4 5