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
$701M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$6.76M
3
+$2.45M
4
RHI icon
Robert Half
RHI
+$2.27M
5
KR icon
Kroger
KR
+$2.2M

Top Sells

1
+$2.88M
2
+$1.79M
3
+$1.75M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.42M
5
MSCI icon
MSCI
MSCI
+$1.32M

Sector Composition

1 Financials 12.96%
2 Technology 10.65%
3 Consumer Discretionary 8.02%
4 Industrials 6.13%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.2M 5.73%
460,884
+194,446
2
$36M 5.14%
439,350
+82,540
3
$34.5M 4.93%
1,008,812
+71,709
4
$31.8M 4.54%
988,887
+64,745
5
$24.2M 3.46%
669,531
+58,360
6
$21.3M 3.04%
848,679
+14,221
7
$17.6M 2.51%
463,117
+35,503
8
$15.3M 2.19%
370,721
+8,497
9
$7.29M 1.04%
63,471
+2,246
10
$7.01M 1%
52,730
+2,302
11
$6.59M 0.94%
211,690
+39,736
12
$6.55M 0.94%
24,007
+4,041
13
$6.3M 0.9%
72,312
+8,890
14
$6.29M 0.9%
62,671
+22,642
15
$6.15M 0.88%
121,886
+10,364
16
$6.07M 0.87%
15,368
+1,150
17
$5.96M 0.85%
36,293
+13,110
18
$5.93M 0.85%
22,468
+2,985
19
$5.88M 0.84%
145,471
+54,412
20
$5.6M 0.8%
44,527
+15,756
21
$5.54M 0.79%
221,508
+69,663
22
$5.45M 0.78%
48,533
+6,882
23
$5.45M 0.78%
25,665
+3,354
24
$5.44M 0.78%
269,814
+55,826
25
$5.43M 0.78%
42,682
+14,723
1
2 3 4 5