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
$763M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.5M
3
+$12.5M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$11.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$7.06M

Top Sells

1
+$35.4M
2
+$25.7M
3
+$7.01M
4
ACI icon
Albertsons Companies
ACI
+$6.59M
5
KEYS icon
Keysight
KEYS
+$6.04M

Sector Composition

1 Financials 14.73%
2 Technology 12%
3 Consumer Discretionary 11.9%
4 Industrials 5.8%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.33M 0.17%
5,349
-368
202
$1.33M 0.17%
+8,196
203
$1.33M 0.17%
+27,783
204
$1.33M 0.17%
+225
205
$1.33M 0.17%
+18,369
206
$1.33M 0.17%
2,037
+182
207
$1.33M 0.17%
+2,563
208
$1.33M 0.17%
+30,463
209
$1.33M 0.17%
+29,573
210
$1.33M 0.17%
+23,329
211
$1.32M 0.17%
4,903
+461
212
$1.32M 0.17%
+8,032
213
$1.27M 0.17%
8,039
-10,068
214
$1.23M 0.16%
1,846
+762
215
$1.18M 0.15%
1,960
+866
216
$1.05M 0.14%
35,623
+1,805
217
$856K 0.11%
3,368
+1,203
218
$845K 0.11%
1,490
+900
219
$812K 0.11%
+38,443
220
$797K 0.1%
4,358
+2,172
221
$764K 0.1%
26,341
-391
222
$743K 0.1%
21,284
+13,300
223
$700K 0.09%
+26,594
224
$700K 0.09%
4,279
-2,432
225
$655K 0.09%
+4,653
7 8
9
10 11