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
126
$2.11M 0.19%
64,607
+2,515
127
$2.06M 0.19%
3,540
-2,824
128
$2.04M 0.19%
22,043
+13,177
129
$2.03M 0.19%
5,696
+4,769
130
$2.03M 0.19%
28,879
-4,165
131
$2.02M 0.18%
+21,196
132
$2.01M 0.18%
+208,518
133
$2.01M 0.18%
44,373
-30,966
134
$1.99M 0.18%
69,297
+3,700
135
$1.97M 0.18%
54,593
-3,785
136
$1.96M 0.18%
8,710
-774
137
$1.95M 0.18%
37,258
+2,503
138
$1.92M 0.18%
26,787
+321
139
$1.91M 0.17%
36,721
+6,498
140
$1.9M 0.17%
37,462
-2,634
141
$1.88M 0.17%
12,643
-49,737
142
$1.88M 0.17%
14,250
-58,530
143
$1.88M 0.17%
12,779
+2,131
144
$1.87M 0.17%
32,194
-112,183
145
$1.85M 0.17%
18,392
-79,466
146
$1.85M 0.17%
23,008
-75,887
147
$1.85M 0.17%
6,604
-19,885
148
$1.79M 0.16%
16,376
-15,259
149
$1.75M 0.16%
74,884
+28,470
150
$1.69M 0.15%
3,593
+2,603
4 5
6
7 8