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
101
$1.73M 0.19%
64,778
-4,710
102
$1.71M 0.19%
20,630
+1,340
103
$1.7M 0.18%
17,141
-694
104
$1.7M 0.18%
+28,386
105
$1.7M 0.18%
27,316
-2,502
106
$1.7M 0.18%
80,692
-4,077
107
$1.69M 0.18%
83,536
-8,139
108
$1.69M 0.18%
6,894
+2,713
109
$1.68M 0.18%
+35,065
110
$1.67M 0.18%
+39,248
111
$1.65M 0.18%
60,910
-1,557
112
$1.64M 0.18%
53,955
-5,946
113
$1.64M 0.18%
2,439
-23,342
114
$1.63M 0.18%
30,590
-4,249
115
$1.63M 0.18%
9,541
+4,915
116
$1.62M 0.18%
25,029
+3,278
117
$1.61M 0.18%
26,272
-4,810
118
$1.59M 0.17%
9,587
+3,599
119
$1.59M 0.17%
13,326
-1,722
120
$1.58M 0.17%
82,169
-7,474
121
$1.57M 0.17%
+23,342
122
$1.56M 0.17%
179,123
+24,125
123
$1.55M 0.17%
2,846
+354
124
$1.54M 0.17%
8,072
+485
125
$1.53M 0.17%
43,762
+10,445
3 4
5
6 7