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
$602M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$22M
3
+$13.7M
4
SQEW
LeaderShares Equity Skew ETF
SQEW
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.39M

Top Sells

1
+$4.28M
2
+$2.38M
3
+$1.64M
4
MS icon
Morgan Stanley
MS
+$1.58M
5
NTAP icon
NetApp
NTAP
+$1.45M

Sector Composition

1 Technology 8.64%
2 Financials 7.66%
3 Industrials 6.89%
4 Consumer Discretionary 6.16%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.21%
5,444
+2,863
77
$1.26M 0.21%
20,604
+863
78
$1.26M 0.21%
20,947
-3,406
79
$1.25M 0.21%
16,628
-4,025
80
$1.24M 0.21%
+71,352
81
$1.24M 0.21%
51,453
-6,570
82
$1.24M 0.21%
14,594
+947
83
$1.23M 0.21%
22,110
-417
84
$1.23M 0.2%
30,373
-2,560
85
$1.22M 0.2%
4,387
+130
86
$1.22M 0.2%
14,704
-155
87
$1.2M 0.2%
23,551
+439
88
$1.2M 0.2%
21,520
-4,366
89
$1.19M 0.2%
24,774
+530
90
$1.19M 0.2%
50,232
-3,697
91
$1.18M 0.2%
8,972
-847
92
$1.17M 0.19%
26,653
+554
93
$1.14M 0.19%
62,946
-1,991
94
$1.13M 0.19%
98,876
-26,564
95
$1.12M 0.19%
105,826
-54,314
96
$1.05M 0.17%
4,951
-802
97
$1.05M 0.17%
+12,177
98
$1.05M 0.17%
2,096
+1,462
99
$1.05M 0.17%
25,427
+5,572
100
$1.05M 0.17%
17,682
-1,434
2 3
4
5 6