RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.6M
3
+$19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.5M
5
AAPL icon
Apple
AAPL
+$6.98M

Top Sells

1
+$31M
2
+$24.7M
3
+$23.7M
4
MCK icon
McKesson
MCK
+$15.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.2M

Sector Composition

1 Technology 8.39%
2 Consumer Discretionary 7.97%
3 Financials 6.32%
4 Consumer Staples 4.54%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.68M 0.4%
59,589
+8,482
52
$3.68M 0.4%
47,040
+3,486
53
$3.67M 0.4%
27,649
-8,435
54
$3.67M 0.4%
15,372
+3,085
55
$3.47M 0.38%
19,364
-5,723
56
$3.36M 0.36%
21,711
+6,307
57
$3.24M 0.35%
139,862
+9,597
58
$3.12M 0.34%
33,647
+1,144
59
$3.11M 0.34%
+5,837
60
$3.08M 0.33%
37,151
+15,638
61
$3M 0.32%
61,463
+2,553
62
$2.98M 0.32%
+23,956
63
$2.82M 0.31%
16,519
+840
64
$2.81M 0.31%
47,744
+2,660
65
$2.72M 0.29%
36,958
+14,573
66
$2.49M 0.27%
11,741
+936
67
$2.47M 0.27%
4,289
+1,236
68
$2.33M 0.25%
13,898
+1,295
69
$2.31M 0.25%
25,779
+22,138
70
$2.31M 0.25%
23,105
+1,101
71
$2.19M 0.24%
48,164
+1,241
72
$2.17M 0.24%
36,167
-30,109
73
$2.11M 0.23%
2,228
+625
74
$2.1M 0.23%
74,418
-15,433
75
$2.1M 0.23%
8,573
+3,481
1 2
3
4 5