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
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.31%
+435,186
77
$3.23M 0.31%
955,116
+85,843
78
$3.22M 0.31%
303,698
-97,797
79
$3.19M 0.3%
366,691
+84,072
80
$3.14M 0.3%
19,150
81
$2.99M 0.28%
65,594
+8,288
82
$2.8M 0.27%
24,098
83
$2.64M 0.25%
14,999
+4,295
84
$2.59M 0.25%
13,059
-682
85
$2.59M 0.25%
13,542
-3,221
86
$2.51M 0.24%
28,290
+1,716
87
$2.51M 0.24%
39,363
+3,659
88
$2.45M 0.23%
+138,080
89
$2.38M 0.23%
47,486
+3,113
90
$2.37M 0.23%
126,226
+16,079
91
$2.35M 0.22%
19,672
+1,533
92
$2.35M 0.22%
60,225
-2,467
93
$2.34M 0.22%
53,689
-837
94
$2.34M 0.22%
41,344
-181
95
$2.33M 0.22%
+59,920
96
$2.33M 0.22%
23,838
+1,662
97
$2.33M 0.22%
175,067
-29,564
98
$2.31M 0.22%
59,290
+4,697
99
$2.31M 0.22%
23,882
-863
100
$2.31M 0.22%
100,444
+25,560
2 3
4
5 6