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
$403M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$8.87M
3
+$6.5M
4
CAT icon
Caterpillar
CAT
+$3.26M
5
V icon
Visa
V
+$3.21M

Top Sells

1
+$31.3M
2
+$17.1M
3
+$16.6M
4
AAPL icon
Apple
AAPL
+$3.17M
5
CLGX
Corelogic, Inc.
CLGX
+$1.28M

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 9.3%
3 Financials 9.05%
4 Industrials 8.92%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 8.86%
1,428,984
-684,998
2
$24.1M 5.99%
204,540
+1,586
3
$18.3M 4.54%
365,196
+177,272
4
$15.1M 3.74%
541,309
-1,124,196
5
$13.7M 3.39%
376,840
+346,485
6
$12.9M 3.2%
95,900
+523
7
$10.7M 2.65%
181,143
+110,100
8
$7.86M 1.95%
255,864
+2,103
9
$4.6M 1.14%
125,111
-2,423
10
$3.77M 0.93%
18,826
+16,038
11
$3.65M 0.91%
31,036
+20,212
12
$3.64M 0.9%
61,004
+41,442
13
$3.44M 0.85%
16,296
+11,581
14
$3.42M 0.85%
128,502
-331
15
$3.35M 0.83%
69,368
+51,985
16
$3.26M 0.81%
+21,849
17
$3.23M 0.8%
105,035
+82,509
18
$3.19M 0.79%
+196,124
19
$3.17M 0.79%
44,924
+35,871
20
$3.11M 0.77%
70,922
+56,398
21
$3.1M 0.77%
+81,001
22
$2.77M 0.69%
26,334
23
$2.77M 0.69%
85,145
24
$2.77M 0.69%
17,995
25
$2.64M 0.65%
37,558
1
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