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
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.14M 0.2%
29,260
+597
127
$2.13M 0.2%
14,301
-946
128
$2.12M 0.2%
+35,508
129
$2.11M 0.2%
32,375
-2,604
130
$2.1M 0.2%
25,637
-2,462
131
$2.1M 0.2%
+12,532
132
$2.09M 0.2%
38,486
+1,765
133
$2.09M 0.2%
174,925
-42,126
134
$2.07M 0.2%
17,831
-23,354
135
$2.04M 0.19%
+6,768
136
$2.03M 0.19%
3,339
+324
137
$2.01M 0.19%
+18,969
138
$2.01M 0.19%
4,058
-851
139
$1.97M 0.19%
4,085
+382
140
$1.96M 0.19%
46,956
-273,889
141
$1.85M 0.18%
17,154
+12,178
142
$1.83M 0.17%
+3,766
143
$1.83M 0.17%
13,839
-2
144
$1.78M 0.17%
13,996
+140
145
$1.77M 0.17%
4,830
+4,042
146
$1.72M 0.16%
17,660
-300
147
$1.71M 0.16%
7,523
-229
148
$1.71M 0.16%
471
+74
149
$1.68M 0.16%
3,133
-514
150
$1.63M 0.16%
9,907
-2,872
4 5
6
7 8