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
$476M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.8M
3
+$6.65M
4
MSFT icon
Microsoft
MSFT
+$4.99M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.97M

Top Sells

1
+$11M
2
+$7.06M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.97%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 5.95%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.26%
8,664
-25,222
102
$1.26M 0.26%
12,307
-1,313
103
$1.26M 0.26%
+18,300
104
$1.26M 0.26%
36,855
+10,494
105
$1.26M 0.26%
20,330
+1,423
106
$1.26M 0.26%
+6,007
107
$1.26M 0.26%
12,789
+1,124
108
$1.26M 0.26%
+7,217
109
$1.26M 0.26%
+4,661
110
$1.26M 0.26%
+10,331
111
$1.26M 0.26%
22,388
+205
112
$1.26M 0.26%
20,700
+1,035
113
$1.26M 0.26%
17,432
-943
114
$1.26M 0.26%
55,711
+1,245
115
$1.26M 0.26%
10,096
+338
116
$1.26M 0.26%
11,237
+738
117
$1.26M 0.26%
41,325
+648
118
$1.26M 0.26%
47,702
-174,416
119
$1.26M 0.26%
+8,705
120
$1.26M 0.26%
3,698
-57
121
$1.26M 0.26%
+31,167
122
$1.26M 0.26%
44,178
+3,879
123
$1.25M 0.26%
26,428
+2,282
124
$1.25M 0.26%
+8,453
125
$1.25M 0.26%
+13,041
3 4
5
6 7