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
$476M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.8M
3
+$6.65M
4
MSFT icon
Microsoft
MSFT
+$4.99M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.97M

Top Sells

1
+$11M
2
+$7.06M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.97%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 5.95%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.25M 0.26%
25,175
+4,380
127
$1.25M 0.26%
+36,792
128
$1.25M 0.26%
+40,889
129
$1.25M 0.26%
50,327
-125,023
130
$1.25M 0.26%
26,603
-90,792
131
$1.25M 0.26%
36,638
+1,807
132
$1.25M 0.26%
17,654
-885
133
$1.25M 0.26%
+11,727
134
$1.25M 0.26%
12,290
+1,371
135
$1.25M 0.26%
28,845
-1,350
136
$1.25M 0.26%
+35,870
137
$1.25M 0.26%
+4,262
138
$1.25M 0.26%
+12,987
139
$1.25M 0.26%
13,554
+2,546
140
$1.25M 0.26%
50,721
+12,565
141
$1.25M 0.26%
20,625
-75,990
142
$1.25M 0.26%
21,154
-1,701
143
$1.25M 0.26%
32,569
+387
144
$1.25M 0.26%
+3,021
145
$1.25M 0.26%
24,321
+916
146
$1.24M 0.26%
18,120
-53,400
147
$1.24M 0.26%
68,463
+184
148
$1.24M 0.26%
+21,453
149
$1.24M 0.26%
+78,990
150
$1.24M 0.26%
+36,686
4 5
6
7 8