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
$763M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.5M
3
+$12.5M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$7.06M

Top Sells

1
+$35.4M
2
+$25.7M
3
+$7.01M
4
ACI icon
Albertsons Companies
ACI
+$6.59M
5
KEYS icon
Keysight
KEYS
+$6.04M

Sector Composition

1 Financials 14.73%
2 Technology 12%
3 Consumer Discretionary 11.9%
4 Industrials 5.8%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.62M 0.21%
38,776
+10,254
127
$1.62M 0.21%
28,596
+9,581
128
$1.62M 0.21%
31,124
+277
129
$1.62M 0.21%
90,661
+17,413
130
$1.61M 0.21%
34,365
+13,297
131
$1.61M 0.21%
10,875
+2,043
132
$1.61M 0.21%
26,320
-4,875
133
$1.6M 0.21%
38,943
+14,262
134
$1.6M 0.21%
100,875
+22,814
135
$1.59M 0.21%
+4,524
136
$1.59M 0.21%
10,103
+1,704
137
$1.53M 0.2%
26,020
+3,269
138
$1.51M 0.2%
57,991
+6,876
139
$1.5M 0.2%
+20,890
140
$1.49M 0.2%
6,891
+192
141
$1.47M 0.19%
+5,814
142
$1.46M 0.19%
14,849
+11,800
143
$1.46M 0.19%
3,388
-869
144
$1.46M 0.19%
7,045
-29,248
145
$1.45M 0.19%
6,244
+353
146
$1.44M 0.19%
4,764
-17,704
147
$1.43M 0.19%
4,776
-19,231
148
$1.43M 0.19%
+169,886
149
$1.42M 0.19%
30,255
-4,905
150
$1.42M 0.19%
677
+37
4 5
6
7 8