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
$1.05B
AUM Growth
-$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$7.04M
3
+$6.62M
4
AAPL icon
Apple
AAPL
+$6.08M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$28.9M
2
+$22.1M
3
+$19.5M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$19.4M
5
ACTV
LeaderShares Activist Leaders ETF
ACTV
+$16.3M

Sector Composition

1 Technology 10.26%
2 Consumer Discretionary 10.23%
3 Healthcare 6.95%
4 Industrials 6.79%
5 Financials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.59M 0.15%
9,963
-1,393
152
$1.59M 0.15%
9,638
+362
153
$1.58M 0.15%
21,015
-1,275
154
$1.57M 0.15%
+42,380
155
$1.57M 0.15%
498
-48
156
$1.57M 0.15%
4,696
-584
157
$1.57M 0.15%
+1,539
158
$1.56M 0.15%
9,578
-2,329
159
$1.55M 0.15%
12,888
-748
160
$1.55M 0.15%
3,541
-180
161
$1.55M 0.15%
+9,870
162
$1.55M 0.15%
11,966
-2,030
163
$1.55M 0.15%
5,689
-1,331
164
$1.55M 0.15%
+9,285
165
$1.54M 0.15%
+6,554
166
$1.54M 0.15%
7,404
-1,042
167
$1.54M 0.15%
14,866
-1,517
168
$1.54M 0.15%
190
-10
169
$1.54M 0.15%
+2,943
170
$1.54M 0.15%
14,909
-2,860
171
$1.53M 0.15%
11,227
-3,023
172
$1.52M 0.15%
+10,585
173
$1.52M 0.14%
+11,017
174
$1.52M 0.14%
35,284
+20,518
175
$1.52M 0.14%
26,550
-8,365
5 6
7
8 9