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
$275M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$1.98M
3
+$1.07M
4
STX icon
Seagate
STX
+$1.05M
5
GEN icon
Gen Digital
GEN
+$984K

Top Sells

1
+$1.08M
2
+$1.08M
3
+$1.08M
4
MD icon
Pediatrix Medical
MD
+$1.08M
5
WBA
Walgreens Boots Alliance
WBA
+$1.01M

Sector Composition

1 Consumer Discretionary 22.46%
2 Financials 10.69%
3 Industrials 9.17%
4 Healthcare 6.7%
5 Technology 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.1%
3,735
+340
102
$285K 0.1%
14,963
+3,426
103
$284K 0.1%
1,700
+281
104
$282K 0.1%
4,010
+431
105
$282K 0.1%
6,468
+1,351
106
$281K 0.1%
+7,573
107
$281K 0.1%
+2,563
108
$280K 0.1%
13,221
+614
109
$279K 0.1%
9,530
+1,117
110
$278K 0.1%
+2,936
111
$278K 0.1%
16,619
+1,674
112
$278K 0.1%
5,213
+406
113
$277K 0.1%
29,932
+9,848
114
$276K 0.1%
10,500
+825
115
$274K 0.1%
4,257
+246
116
$273K 0.1%
5,111
+1,229
117
$272K 0.1%
+10,559
118
$271K 0.1%
5,824
+1,326
119
$271K 0.1%
7,799
+1,197
120
$270K 0.1%
+11,784
121
$269K 0.1%
4,888
+886
122
$269K 0.1%
+4,520
123
$269K 0.1%
+2,305
124
$264K 0.1%
6,157
+695
125
$261K 0.09%
4,832
+1,140
2 3 4
5
6