RIM

Redwood Investment Management Portfolio holdings

AUM $923M
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$19.6M
3
+$19M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.5M
5
AAPL icon
Apple
AAPL
+$6.98M

Top Sells

1
+$31M
2
+$24.7M
3
+$23.7M
4
MCK icon
McKesson
MCK
+$15.7M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.2M

Sector Composition

1 Technology 8.39%
2 Consumer Discretionary 7.97%
3 Financials 6.32%
4 Consumer Staples 4.54%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.34M 0.15%
+2,911
152
$1.34M 0.15%
19,750
-8,715
153
$1.34M 0.15%
7,726
-1,152
154
$1.34M 0.15%
+2,305
155
$1.33M 0.14%
5,600
-738
156
$1.33M 0.14%
24,792
+1,445
157
$1.33M 0.14%
288
+1
158
$1.33M 0.14%
4,592
-703
159
$1.32M 0.14%
35,876
-6,410
160
$1.32M 0.14%
27,409
-621
161
$1.32M 0.14%
2,731
+28
162
$1.32M 0.14%
9,186
+94
163
$1.32M 0.14%
+5,978
164
$1.32M 0.14%
+23,939
165
$1.32M 0.14%
13,463
+173
166
$1.32M 0.14%
+4,153
167
$1.32M 0.14%
10,758
+1,706
168
$1.32M 0.14%
18,949
-748
169
$1.32M 0.14%
3,564
+442
170
$1.32M 0.14%
44,857
-6,860
171
$1.32M 0.14%
10,526
-1,953
172
$1.32M 0.14%
8,609
-989
173
$1.32M 0.14%
+18,710
174
$1.32M 0.14%
+20,754
175
$1.32M 0.14%
+67,753
5 6
7
8 9