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
176
$1.31M 0.14%
25,239
-5,025
177
$1.31M 0.14%
+26,722
178
$1.31M 0.14%
+13,742
179
$1.31M 0.14%
10,524
+501
180
$1.31M 0.14%
9,664
-231
181
$1.31M 0.14%
+23,163
182
$1.31M 0.14%
+49,191
183
$1.31M 0.14%
12,779
-298
184
$1.31M 0.14%
16,925
-267
185
$1.31M 0.14%
+34,481
186
$1.31M 0.14%
8,111
-347
187
$1.31M 0.14%
+11,435
188
$1.31M 0.14%
161,198
+121,440
189
$1.31M 0.14%
+14,694
190
$1.31M 0.14%
4,300
-289
191
$1.31M 0.14%
8,287
+598
192
$1.31M 0.14%
3,844
-24
193
$1.31M 0.14%
+14,239
194
$1.31M 0.14%
11,247
-3,907
195
$1.31M 0.14%
+12,376
196
$1.31M 0.14%
7,219
-274
197
$1.31M 0.14%
2,784
-70
198
$1.31M 0.14%
16,060
-3,440
199
$1.31M 0.14%
+21,174
200
$1.31M 0.14%
+20,478
6 7
8
9 10