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
$969M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$15M
3
+$3.6M
4
META icon
Meta Platforms (Facebook)
META
+$2.26M
5
CMA icon
Comerica
CMA
+$2.12M

Top Sells

1
+$13.3M
2
+$12.5M
3
+$5.7M
4
ROG icon
Rogers Corp
ROG
+$3.56M
5
RBA icon
RB Global
RBA
+$3.54M

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.46%
3 Financials 7.87%
4 Energy 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.78M 0.6%
52,499
+8,072
52
$5.61M 0.58%
16,467
-493
53
$4.63M 0.48%
154,942
+1,118
54
$4.48M 0.46%
163,656
-83,773
55
$4.47M 0.46%
242,489
+27,117
56
$4.4M 0.45%
240,061
+4,295
57
$4.36M 0.45%
1,182,885
+150,713
58
$4.34M 0.45%
47,042
+4,314
59
$4.31M 0.44%
61,940
+10,003
60
$4.27M 0.44%
103,113
+11,391
61
$4.18M 0.43%
64,098
+7,742
62
$4.15M 0.43%
27,766
+2,955
63
$4.12M 0.43%
109,221
+12,685
64
$4.1M 0.42%
52,371
+91
65
$4.08M 0.42%
271,130
+39,959
66
$4.08M 0.42%
54,426
+7,977
67
$4.08M 0.42%
80,486
+10,430
68
$4.04M 0.42%
66,089
-16,942
69
$4M 0.41%
131,495
-15,248
70
$3.98M 0.41%
149,077
+14,799
71
$3.96M 0.41%
471,512
+26,082
72
$3.95M 0.41%
54,056
+8,471
73
$3.9M 0.4%
216,125
+8,832
74
$3.84M 0.4%
32,044
+8,859
75
$3.77M 0.39%
497,502
+48,560
1 2
3
4 5