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
$969M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$15M
3
+$3.6M
4
META icon
Meta Platforms (Facebook)
META
+$2.26M
5
CMA icon
Comerica
CMA
+$2.12M

Top Sells

1
+$13.3M
2
+$12.5M
3
+$5.7M
4
ROG icon
Rogers Corp
ROG
+$3.56M
5
RBA icon
RB Global
RBA
+$3.54M

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.46%
3 Financials 7.87%
4 Energy 7.2%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.05M 0.21%
11,448
+1,449
102
$2.04M 0.21%
+62,479
103
$2.02M 0.21%
+24,709
104
$2.02M 0.21%
17,497
+37
105
$2.01M 0.21%
53,826
-3,120
106
$2.01M 0.21%
20,598
+175
107
$2.01M 0.21%
54,064
+4,704
108
$2M 0.21%
104,819
+19,497
109
$2M 0.21%
37,502
+2,299
110
$1.99M 0.21%
14,865
+136
111
$1.97M 0.2%
23,536
+1,618
112
$1.96M 0.2%
196,350
-1,876
113
$1.96M 0.2%
+31,723
114
$1.95M 0.2%
93,793
+11,733
115
$1.95M 0.2%
113,160
+3,194
116
$1.93M 0.2%
60,611
+7,210
117
$1.92M 0.2%
6,184
+5,356
118
$1.91M 0.2%
119,628
+19,296
119
$1.9M 0.2%
36,723
+2,277
120
$1.9M 0.2%
23,352
-926
121
$1.9M 0.2%
+16,953
122
$1.89M 0.2%
+27,221
123
$1.88M 0.19%
20,921
+1,069
124
$1.87M 0.19%
41,298
-2,432
125
$1.85M 0.19%
48,001
-45,741
3 4
5
6 7