RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.6M
3
+$19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.5M
5
AAPL icon
Apple
AAPL
+$6.98M

Top Sells

1
+$31M
2
+$24.7M
3
+$23.7M
4
MCK icon
McKesson
MCK
+$15.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.2M

Sector Composition

1 Technology 8.39%
2 Consumer Discretionary 7.97%
3 Financials 6.32%
4 Consumer Staples 4.54%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.06M 0.22%
33,397
-26,138
77
$2.03M 0.22%
33,292
-9,217
78
$2.01M 0.22%
14,866
-343
79
$1.99M 0.22%
9,748
+111
80
$1.96M 0.21%
33,859
-2,021
81
$1.96M 0.21%
20,885
+2,304
82
$1.95M 0.21%
52,762
-319
83
$1.95M 0.21%
28,731
+3,623
84
$1.93M 0.21%
18,344
-594
85
$1.9M 0.21%
75,149
+15,482
86
$1.9M 0.21%
18,252
+354
87
$1.89M 0.2%
66,245
-6,430
88
$1.88M 0.2%
+69,593
89
$1.88M 0.2%
12,924
+9,781
90
$1.87M 0.2%
44,355
+11,637
91
$1.86M 0.2%
16,912
+4,308
92
$1.83M 0.2%
+31,082
93
$1.79M 0.19%
178,295
+5,983
94
$1.78M 0.19%
3,407
+2,031
95
$1.78M 0.19%
3,987
+359
96
$1.77M 0.19%
31,595
-3,006
97
$1.76M 0.19%
142,095
-4,388
98
$1.76M 0.19%
9,805
+318
99
$1.76M 0.19%
43,535
-1,345
100
$1.75M 0.19%
11,315
-2,583
2 3
4
5 6