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
176
$414K 0.09%
+4,281
177
$410K 0.09%
+2,848
178
$409K 0.09%
50,295
-10,065
179
$351K 0.07%
+8,763
180
$344K 0.07%
+912
181
$341K 0.07%
+495
182
$340K 0.07%
+4,727
183
$329K 0.07%
+2,123
184
$311K 0.07%
+1,155
185
$301K 0.06%
+3,619
186
$296K 0.06%
+969
187
$243K 0.05%
+2,829
188
$242K 0.05%
+1,495
189
$241K 0.05%
+1,122
190
$236K 0.05%
+6,440
191
$232K 0.05%
1,193
-5,061
192
$230K 0.05%
+1,017
193
$229K 0.05%
+2,717
194
$212K 0.04%
+2,086
195
$212K 0.04%
+1,433
196
$210K 0.04%
+1,119
197
$208K 0.04%
+1,396
198
$206K 0.04%
+375
199
$204K 0.04%
+1,249
200
– –
-3,593
6 7
8
9 10