RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.6M
3
+$19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.5M
5
AAPL icon
Apple
AAPL
+$6.98M

Top Sells

1
+$31M
2
+$24.7M
3
+$23.7M
4
MCK icon
McKesson
MCK
+$15.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.2M

Sector Composition

1 Technology 8.39%
2 Consumer Discretionary 7.97%
3 Financials 6.32%
4 Consumer Staples 4.54%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.16%
5,822
+1,756
127
$1.5M 0.16%
+6,451
128
$1.49M 0.16%
+16,873
129
$1.47M 0.16%
19,142
-2,309
130
$1.47M 0.16%
1,779
+59
131
$1.44M 0.16%
+2,836
132
$1.41M 0.15%
3,857
+1,390
133
$1.41M 0.15%
+5,256
134
$1.4M 0.15%
3,995
-3,641
135
$1.4M 0.15%
25,323
+1,298
136
$1.39M 0.15%
5,216
+3,057
137
$1.38M 0.15%
+4,198
138
$1.38M 0.15%
12,436
-1,383
139
$1.38M 0.15%
+28,618
140
$1.38M 0.15%
+28,535
141
$1.38M 0.15%
26,951
-484,233
142
$1.37M 0.15%
18,345
+638
143
$1.37M 0.15%
+29,118
144
$1.36M 0.15%
+2,007
145
$1.36M 0.15%
10,711
+521
146
$1.36M 0.15%
+20,109
147
$1.35M 0.15%
5,949
-1,233
148
$1.35M 0.15%
20,650
+3,702
149
$1.34M 0.15%
+4,402
150
$1.34M 0.15%
+18,374
4 5
6
7 8