RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
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
+$5.77M
2
+$1.95M
3
+$1.18M
4
GM icon
General Motors
GM
+$1.05M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.04M

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
+$940K

Sector Composition

1 Consumer Discretionary 22.46%
2 Financials 10.69%
3 Industrials 9.53%
4 Healthcare 6.7%
5 Technology 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$261K 0.09%
9,594
+1,066
127
$259K 0.09%
+4,772
128
$258K 0.09%
4,740
+514
129
$203K 0.07%
+6,509
130
– –
-5,605
131
– –
-8,037
132
– –
-1,280
133
– –
-2,971
134
– –
-1,861
135
– –
-3,915
136
– –
-6,821
137
– –
-24,898
138
– –
-9,876
139
– –
-1,558
140
– –
-22,491
2 3 4 5
6