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
$1.09B
AUM Growth
-$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.3M
3
+$12.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.51M
5
SRE icon
Sempra
SRE
+$6.18M

Top Sells

1
+$28M
2
+$11.3M
3
+$10.1M
4
LOW icon
Lowe's Companies
LOW
+$8.65M
5
ALLY icon
Ally Financial
ALLY
+$8.51M

Sector Composition

1 Consumer Discretionary 9.51%
2 Technology 7.65%
3 Healthcare 6.31%
4 Financials 5.36%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.69M 0.15%
3,647
-514
152
$1.67M 0.15%
3,681
-978
153
$1.61M 0.15%
13,856
-4,357
154
$1.59M 0.15%
12,801
-5,913
155
$1.59M 0.15%
16,383
+2,575
156
$1.58M 0.14%
11,907
-1,358
157
$1.58M 0.14%
3,703
-6,460
158
$1.55M 0.14%
3,394
-183
159
$1.53M 0.14%
22,545
-3,674
160
$1.53M 0.14%
25,561
-1,530
161
$1.52M 0.14%
18,456
-2,252
162
$1.51M 0.14%
+19,994
163
$1.51M 0.14%
11,356
-4,546
164
$1.51M 0.14%
13,841
-5,362
165
$1.51M 0.14%
83,577
+28,971
166
$1.47M 0.13%
+8,656
167
$1.47M 0.13%
+3,015
168
$1.45M 0.13%
+7,752
169
$1.44M 0.13%
13,996
-7,687
170
$1.43M 0.13%
5,280
-1,666
171
$1.43M 0.13%
17,769
-4,561
172
$1.43M 0.13%
+3,165
173
$1.42M 0.13%
7,020
-2,447
174
$1.42M 0.13%
35,641
-4,420
175
$1.42M 0.13%
+6,868
5 6
7
8 9