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
$275M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$1.98M
3
+$1.07M
4
STX icon
Seagate
STX
+$1.05M
5
GEN icon
Gen Digital
GEN
+$984K

Top Sells

1
+$1.08M
2
+$1.08M
3
+$1.08M
4
MD icon
Pediatrix Medical
MD
+$1.08M
5
WBA
Walgreens Boots Alliance
WBA
+$1.01M

Sector Composition

1 Consumer Discretionary 22.46%
2 Financials 10.69%
3 Industrials 9.17%
4 Healthcare 6.7%
5 Technology 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$979K 0.36%
24,518
-1,083
77
$979K 0.36%
7,589
-579
78
$978K 0.36%
+15,921
79
$978K 0.36%
79,706
-3,877
80
$977K 0.36%
7,316
+526
81
$976K 0.35%
68,792
-12,629
82
$975K 0.35%
17,882
-2,240
83
$974K 0.35%
35,289
-2,274
84
$974K 0.35%
13,764
-987
85
$974K 0.35%
87,315
-6,626
86
$347K 0.13%
+2,609
87
$308K 0.11%
4,269
+191
88
$300K 0.11%
3,532
+693
89
$298K 0.11%
11,764
+2,325
90
$297K 0.11%
4,323
+872
91
$296K 0.11%
3,409
+418
92
$296K 0.11%
3,631
+712
93
$294K 0.11%
5,439
+1,038
94
$294K 0.11%
4,342
+302
95
$293K 0.11%
2,024
+329
96
$292K 0.11%
+1,997
97
$291K 0.11%
4,831
+700
98
$290K 0.11%
4,283
+916
99
$290K 0.11%
3,530
+795
100
$289K 0.11%
7,421
+1,116
2 3
4
5 6