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
$403M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.87M
3
+$6.5M
4
CAT icon
Caterpillar
CAT
+$3.26M
5
V icon
Visa
V
+$3.21M

Top Sells

1
+$31.3M
2
+$17.1M
3
+$16.6M
4
AAPL icon
Apple
AAPL
+$3.17M
5
CLGX
Corelogic, Inc.
CLGX
+$1.28M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 9.3%
3 Financials 9.05%
4 Industrials 8.92%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.28%
25,886
+3,784
77
$1.13M 0.28%
14,859
+943
78
$1.13M 0.28%
79,427
-30,737
79
$1.12M 0.28%
13,647
+827
80
$1.12M 0.28%
100,618
+41,417
81
$1.11M 0.28%
106,697
+35,361
82
$1.11M 0.28%
+89,755
83
$1.11M 0.28%
349,921
-72,734
84
$1.11M 0.28%
160,140
+27,991
85
$1.07M 0.27%
4,605
+3,564
86
$1.04M 0.26%
+5,643
87
$1.02M 0.25%
+19,271
88
$1M 0.25%
+5,104
89
$989K 0.25%
1,024
+16
90
$984K 0.24%
+18,607
91
$950K 0.24%
+6,656
92
$947K 0.23%
+5,753
93
$897K 0.22%
1,437
-314
94
$893K 0.22%
+40,032
95
$889K 0.22%
+22,174
96
$883K 0.22%
4,882
+97
97
$880K 0.22%
+4,552
98
$879K 0.22%
33,936
-1,959
99
$877K 0.22%
+9,685
100
$871K 0.22%
14,637
+4,298
2 3
4
5 6