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
$763M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.5M
3
+$12.5M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$7.06M

Top Sells

1
+$35.4M
2
+$25.7M
3
+$7.01M
4
ACI icon
Albertsons Companies
ACI
+$6.59M
5
KEYS icon
Keysight
KEYS
+$6.04M

Sector Composition

1 Financials 14.73%
2 Technology 12%
3 Consumer Discretionary 11.9%
4 Industrials 5.8%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.41M 0.19%
3,930
+312
152
$1.41M 0.18%
8,622
+7,204
153
$1.4M 0.18%
21,104
+1,901
154
$1.4M 0.18%
12,561
-50,110
155
$1.4M 0.18%
10,398
-38,135
156
$1.4M 0.18%
5,919
-19,746
157
$1.4M 0.18%
5,499
-12,993
158
$1.39M 0.18%
12,052
+2,550
159
$1.39M 0.18%
12,143
-2,447
160
$1.38M 0.18%
9,526
+1,918
161
$1.37M 0.18%
28,396
+18,816
162
$1.36M 0.18%
+1,981
163
$1.36M 0.18%
+8,721
164
$1.36M 0.18%
+8,315
165
$1.36M 0.18%
+9,784
166
$1.36M 0.18%
11,798
+2,883
167
$1.35M 0.18%
18,670
-4,271
168
$1.35M 0.18%
35,934
-3,508
169
$1.35M 0.18%
17,234
-5,267
170
$1.35M 0.18%
7,411
+553
171
$1.35M 0.18%
+13,258
172
$1.35M 0.18%
11,547
-2,307
173
$1.35M 0.18%
4,531
-793
174
$1.35M 0.18%
2,386
+105
175
$1.35M 0.18%
15,914
-850
5 6
7
8 9