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
201
$1.41M 0.13%
+17,071
202
$1.41M 0.13%
6,183
-482
203
$1.41M 0.13%
17,960
-12,770
204
$1.41M 0.13%
+11,518
205
$1.41M 0.13%
11,905
-3,025
206
$1.41M 0.13%
17,489
-2,814
207
$1.41M 0.13%
+9,253
208
$1.41M 0.13%
8,072
-3,127
209
$1.41M 0.13%
+5,477
210
$1.4M 0.13%
58,538
-13,511
211
$1.4M 0.13%
10,769
-4,229
212
$1.4M 0.13%
+12,936
213
$1.4M 0.13%
37,347
-12,289
214
$1.4M 0.13%
8,216
-1,408
215
$1.4M 0.13%
31,402
-11,983
216
$1.4M 0.13%
+32,122
217
$1.4M 0.13%
58,078
-999
218
$1.4M 0.13%
36,655
-16,934
219
$1.4M 0.13%
+16,850
220
$1.4M 0.13%
47,542
-10,526
221
$1.4M 0.13%
+91,537
222
$1.4M 0.13%
+49,315
223
$1.4M 0.13%
+200
224
$1.4M 0.13%
18,190
-233
225
$1.4M 0.13%
+22,621
7 8
9
10 11