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
$673M
AUM Growth
-$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.1M
3
+$2.99M
4
LKQ icon
LKQ Corp
LKQ
+$2.91M
5
DAN icon
Dana Inc
DAN
+$2.83M

Top Sells

1
+$17.1M
2
+$12.5M
3
+$12.5M
4
AAPL icon
Apple
AAPL
+$6.35M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.51M

Sector Composition

1 Financials 15.88%
2 Consumer Discretionary 12%
3 Technology 11.76%
4 Industrials 5.83%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.33%
16,261
77
$2.15M 0.32%
13,180
-16,900
78
$1.85M 0.27%
6,170
-962
79
$1.55M 0.23%
37,650
-6,701
80
$1.53M 0.23%
11,583
+1,480
81
$1.51M 0.22%
27,056
+23,339
82
$1.46M 0.22%
5,324
-490
83
$1.45M 0.22%
16,598
+1,749
84
$1.43M 0.21%
6,747
+503
85
$1.43M 0.21%
7,631
-991
86
$1.42M 0.21%
31,185
+930
87
$1.42M 0.21%
694
+17
88
$1.4M 0.21%
12,733
+681
89
$1.4M 0.21%
10,651
+1,125
90
$1.4M 0.21%
+23,610
91
$1.39M 0.21%
+36,806
92
$1.39M 0.21%
28,626
+230
93
$1.38M 0.21%
9,303
-2,840
94
$1.38M 0.21%
11,699
+3,384
95
$1.38M 0.21%
19,030
+3,116
96
$1.38M 0.2%
11,638
+1,854
97
$1.38M 0.2%
+10,050
98
$1.38M 0.2%
4,585
-179
99
$1.38M 0.2%
3,381
+995
100
$1.37M 0.2%
+14,684
2 3
4
5 6