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
$1.09B
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.3M
3
+$12.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.51M
5
SRE icon
Sempra
SRE
+$6.18M

Top Sells

1
+$28M
2
+$11.3M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.65M
5
ALLY icon
Ally Financial
ALLY
+$8.51M

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 7.65%
3 Healthcare 6.31%
4 Financials 5.36%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.64M 0.42%
+60,369
52
$4.62M 0.42%
+114,400
53
$4.61M 0.42%
+111,160
54
$4.6M 0.42%
43,369
+669
55
$4.56M 0.42%
92,140
-84,080
56
$4.12M 0.38%
41,185
-2,834
57
$3.53M 0.32%
+24,098
58
$3.53M 0.32%
13,545
-5,048
59
$3.48M 0.32%
7,280
-743
60
$3.27M 0.3%
+124,736
61
$3.23M 0.3%
511,867
-28,921
62
$3.23M 0.3%
372,672
+18,054
63
$3.23M 0.3%
282,619
-47,188
64
$3.23M 0.3%
77,828
+4,387
65
$3.23M 0.29%
18,198
-3,785
66
$3.22M 0.29%
401,495
+14,184
67
$3.22M 0.29%
293,325
-2,007
68
$3.22M 0.29%
41,194
-6,531
69
$3.22M 0.29%
200,622
-46,037
70
$3.22M 0.29%
37,076
-11,600
71
$3.22M 0.29%
50,789
-2,231
72
$3.21M 0.29%
114,162
-15,290
73
$3.21M 0.29%
+92,033
74
$3.21M 0.29%
39,384
-5,802
75
$3.21M 0.29%
180,042
-38,475
1 2
3
4 5