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
$763M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.5M
3
+$12.5M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$7.06M

Top Sells

1
+$35.4M
2
+$25.7M
3
+$7.01M
4
ACI icon
Albertsons Companies
ACI
+$6.59M
5
KEYS icon
Keysight
KEYS
+$6.04M

Sector Composition

1 Financials 14.73%
2 Technology 12%
3 Consumer Discretionary 11.9%
4 Industrials 5.8%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.29%
420,745
+132,086
77
$2.25M 0.29%
62,013
+21,883
78
$2.25M 0.29%
81,300
+10,713
79
$2.25M 0.29%
32,577
+6,915
80
$2.24M 0.29%
70,861
-15,137
81
$2.24M 0.29%
16,772
+286
82
$2.24M 0.29%
+40,635
83
$2.23M 0.29%
53,301
+5,746
84
$2.23M 0.29%
191,621
+34,546
85
$2.22M 0.29%
86,919
+33,460
86
$2.07M 0.27%
15,271
+4,382
87
$1.97M 0.26%
44,351
-5,250
88
$1.91M 0.25%
8,502
-9,305
89
$1.9M 0.25%
+16,261
90
$1.83M 0.24%
+29,344
91
$1.82M 0.24%
34,928
+9,512
92
$1.79M 0.24%
13,428
+2,490
93
$1.79M 0.24%
21,170
-418,180
94
$1.78M 0.23%
23,757
+5,516
95
$1.78M 0.23%
47,622
+14,943
96
$1.77M 0.23%
99,279
+43,661
97
$1.77M 0.23%
28,498
+7,678
98
$1.75M 0.23%
33,486
+8,232
99
$1.74M 0.23%
110,460
+32,817
100
$1.74M 0.23%
36,680
+8,673
2 3
4
5 6