RIM

Redwood Investment Management Portfolio holdings

AUM $890M
1-Year Est. Return 13.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$890M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$3.47M
3 +$3.03M
4
CIVI
Civitas Resources
CIVI
+$2.59M
5
FERG icon
Ferguson
FERG
+$2.57M

Top Sells

1 +$4.79M
2 +$4.41M
3 +$3.99M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.79M
5
TNL icon
Travel + Leisure Co
TNL
+$3.64M

Sector Composition

1 Technology 9.22%
2 Consumer Discretionary 6.25%
3 Financials 5.17%
4 Healthcare 3.24%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MEDP icon
151
Medpace
MEDP
$13B
$1.09M 0.12%
+1,950
RVTY icon
152
Revvity
RVTY
$9.72B
$1.09M 0.12%
+11,318
TXT icon
153
Textron
TXT
$16B
$1.09M 0.12%
+12,562
VMI icon
154
Valmont Industries
VMI
$8.04B
$1.09M 0.12%
+2,721
BWA icon
155
BorgWarner
BWA
$10.8B
$1.09M 0.12%
24,273
-3,071
EXLS icon
156
EXL Service
EXLS
$4.7B
$1.09M 0.12%
+25,779
ITT icon
157
ITT
ITT
$16.2B
$1.09M 0.12%
6,305
-399
KEX icon
158
Kirby Corp
KEX
$6.74B
$1.09M 0.12%
+9,932
NRG icon
159
NRG Energy
NRG
$32.7B
$1.09M 0.12%
6,867
-529
NTAP icon
160
NetApp
NTAP
$19.9B
$1.09M 0.12%
+10,216
NVR icon
161
NVR
NVR
$18.2B
$1.09M 0.12%
150
+2
WSM icon
162
Williams-Sonoma
WSM
$21.8B
$1.09M 0.12%
+6,128
CRL icon
163
Charles River Laboratories
CRL
$7.68B
$1.09M 0.12%
+5,477
EXPD icon
164
Expeditors International
EXPD
$19.3B
$1.09M 0.12%
7,337
-2,444
NEM icon
165
Newmont
NEM
$119B
$1.09M 0.12%
10,945
-3,711
PFG icon
166
Principal Financial Group
PFG
$18.9B
$1.09M 0.12%
+12,393
PRI icon
167
Primerica
PRI
$8.03B
$1.09M 0.12%
4,232
-90
CACC icon
168
Credit Acceptance
CACC
$4.8B
$1.09M 0.12%
2,463
-139
CTSH icon
169
Cognizant
CTSH
$29.1B
$1.09M 0.12%
+13,153
HSIC icon
170
Henry Schein
HSIC
$8.59B
$1.09M 0.12%
+14,451
NVST icon
171
Envista
NVST
$4.13B
$1.09M 0.12%
+50,296
ORCL icon
172
Oracle
ORCL
$448B
$1.09M 0.12%
5,600
+387
SEIC icon
173
SEI Investments
SEIC
$9.81B
$1.09M 0.12%
13,315
-756
THC icon
174
Tenet Healthcare
THC
$19.5B
$1.09M 0.12%
5,497
-370
JBHT icon
175
JB Hunt Transport Services
JBHT
$19.2B
$1.09M 0.12%
+5,616