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
$701M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$6.76M
3
+$2.45M
4
RHI icon
Robert Half
RHI
+$2.27M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$2.88M
2
+$1.79M
3
+$1.75M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.42M
5
MSCI icon
MSCI
MSCI
+$1.32M

Sector Composition

1 Financials 12.96%
2 Technology 10.65%
3 Consumer Discretionary 8.02%
4 Industrials 6.13%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.22M 0.17%
20,367
+945
152
$1.22M 0.17%
+11,281
153
$1.22M 0.17%
6,858
+546
154
$1.2M 0.17%
32,679
-3,229
155
$1.2M 0.17%
28,522
+3,019
156
$1.2M 0.17%
25,416
+1,936
157
$1.2M 0.17%
16,485
+1,843
158
$1.19M 0.17%
+12,205
159
$1.19M 0.17%
+9,777
160
$1.18M 0.17%
10,889
-256
161
$1.17M 0.17%
+39,442
162
$1.17M 0.17%
+9,502
163
$1.16M 0.17%
+22,452
164
$1.16M 0.17%
13,592
+522
165
$1.16M 0.17%
+18,421
166
$1.16M 0.17%
+22,034
167
$1.16M 0.17%
6,917
+264
168
$1.15M 0.16%
20,803
-787
169
$1.15M 0.16%
+24,430
170
$1.15M 0.16%
+27,312
171
$1.15M 0.16%
+15,815
172
$1.14M 0.16%
5,717
+4,141
173
$1.14M 0.16%
40,890
-417
174
$1.14M 0.16%
22,939
+1,557
175
$1.13M 0.16%
20,820
+16,125
5 6
7
8 9