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
$476M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.8M
3
+$6.65M
4
MSFT icon
Microsoft
MSFT
+$4.99M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$3.97M

Top Sells

1
+$11M
2
+$7.06M
3
+$6.37M
4
KSS icon
Kohl's
KSS
+$5.91M
5
SYF icon
Synchrony
SYF
+$5.74M

Sector Composition

1 Technology 12.97%
2 Consumer Discretionary 8.68%
3 Financials 8.18%
4 Industrials 5.95%
5 Healthcare 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.13M 0.24%
3,498
+2,142
152
$1.07M 0.22%
3,867
+2,110
153
$913K 0.19%
1,807
+1,149
154
$905K 0.19%
1,784
+1,115
155
$658K 0.14%
2,141
+514
156
$655K 0.14%
6,264
+3,913
157
$626K 0.13%
4,664
+3,017
158
$614K 0.13%
14,034
+8,814
159
$614K 0.13%
5,435
+3,571
160
$588K 0.12%
2,137
+1,303
161
$569K 0.12%
3,204
+1,966
162
$527K 0.11%
+2,301
163
$524K 0.11%
1,843
+1,132
164
$513K 0.11%
+1,325
165
$510K 0.11%
40,000
166
$494K 0.1%
7,789
+4,736
167
$492K 0.1%
+1,041
168
$485K 0.1%
+10,930
169
$456K 0.1%
+1,555
170
$455K 0.1%
+1,932
171
$446K 0.09%
1,931
+1,004
172
$439K 0.09%
+2,691
173
$435K 0.09%
+7,129
174
$430K 0.09%
+14,236
175
$430K 0.09%
11,442
5 6
7
8 9