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
$1.09B
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.3M
3
+$12.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.51M
5
SRE icon
Sempra
SRE
+$6.18M

Top Sells

1
+$28M
2
+$11.3M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.65M
5
ALLY icon
Ally Financial
ALLY
+$8.51M

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 7.65%
3 Healthcare 6.31%
4 Financials 5.36%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.34M 0.21%
81,252
+1,465
102
$2.32M 0.21%
23,940
+1,155
103
$2.32M 0.21%
28,663
-2,152
104
$2.31M 0.21%
62,692
-911
105
$2.28M 0.21%
9,505
+677
106
$2.27M 0.21%
24,160
-506
107
$2.27M 0.21%
157,612
-24,812
108
$2.25M 0.21%
+35,704
109
$2.24M 0.2%
40,807
+3,156
110
$2.21M 0.2%
18,139
+3,533
111
$2.2M 0.2%
+59,813
112
$2.2M 0.2%
28,099
+1,384
113
$2.2M 0.2%
54,526
+3,161
114
$2.18M 0.2%
+25,574
115
$2.18M 0.2%
+110,147
116
$2.17M 0.2%
22,176
+501
117
$2.15M 0.2%
45,665
+4,791
118
$2.14M 0.2%
24,745
-21,929
119
$2.14M 0.2%
70,246
+9,299
120
$2.13M 0.2%
120,994
+2,702
121
$2.13M 0.19%
13,741
+11,605
122
$2.12M 0.19%
14,124
-49,378
123
$2.12M 0.19%
41,525
+13,892
124
$2.12M 0.19%
13,205
+8,204
125
$2.11M 0.19%
57,059
-4,163
3 4
5
6 7