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
201
$1.31M 0.14%
+6,228
202
$1.31M 0.14%
7,775
+69
203
$1.31M 0.14%
+22,514
204
$1.31M 0.14%
17,541
-1,279
205
$1.31M 0.14%
+17,255
206
$1.31M 0.14%
45,703
+24,942
207
$1.31M 0.14%
6,949
-1,057
208
$1.3M 0.14%
10,849
+8,422
209
$1.3M 0.14%
10,546
-2,522
210
$1.3M 0.14%
39,721
+451
211
$1.3M 0.14%
+15,055
212
$1.3M 0.14%
180
+7
213
$1.3M 0.14%
+46,655
214
$1.3M 0.14%
+21,357
215
$1.3M 0.14%
7,748
+2,048
216
$1.29M 0.14%
23,665
-15,300
217
$1.2M 0.13%
5,722
-7,911
218
$1.2M 0.13%
2,204
+3
219
$1.14M 0.12%
21,682
+1,511
220
$1.13M 0.12%
2,005
-129
221
$1.1M 0.12%
7,851
+243
222
$1.05M 0.11%
15,794
-20,702
223
$988K 0.11%
13,331
-17,558
224
$934K 0.1%
1,705
+513
225
$877K 0.1%
9,987
+1,961
7 8
9
10 11