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
176
$1.41M 0.13%
+5,473
177
$1.41M 0.13%
3,721
-1,512
178
$1.41M 0.13%
+94,843
179
$1.41M 0.13%
9,266
-3,391
180
$1.41M 0.13%
546
-152
181
$1.41M 0.13%
4,361
-663
182
$1.41M 0.13%
22,290
-7,650
183
$1.41M 0.13%
8,794
-719
184
$1.41M 0.13%
20,280
-4,886
185
$1.41M 0.13%
47,988
-10,785
186
$1.41M 0.13%
12,267
-2,605
187
$1.41M 0.13%
34,915
-20,190
188
$1.41M 0.13%
9,392
-1,090
189
$1.41M 0.13%
8,446
-4,301
190
$1.41M 0.13%
+4,512
191
$1.41M 0.13%
9,276
-5,552
192
$1.41M 0.13%
11,068
-1,622
193
$1.41M 0.13%
17,588
-4,054
194
$1.41M 0.13%
11,579
-2,935
195
$1.41M 0.13%
397
-117
196
$1.41M 0.13%
+10,293
197
$1.41M 0.13%
+13,901
198
$1.41M 0.13%
3,948
-704
199
$1.41M 0.13%
13,636
-7,935
200
$1.41M 0.13%
6,845
-1,326
6 7
8
9 10