RI

Redwood Investments Portfolio holdings

AUM $267M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.5M
3
+$11.1M
4
BA icon
Boeing
BA
+$10.1M
5
MHK icon
Mohawk Industries
MHK
+$9.93M

Top Sells

1
+$13.5M
2
+$13.1M
3
+$10.1M
4
FL
Foot Locker
FL
+$7.52M
5
VMI icon
Valmont Industries
VMI
+$6.99M

Sector Composition

1 Healthcare 15.55%
2 Financials 13.32%
3 Consumer Discretionary 13.06%
4 Industrials 12.12%
5 Technology 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.65%
936,232
+363,292
27
$11.5M 1.63%
93,144
-741
28
$10.9M 1.54%
226,460
-34,196
29
$10.4M 1.47%
90,289
-31,057
30
$10.4M 1.47%
61,465
-982
31
$10.4M 1.47%
56,724
+25,463
32
$10.2M 1.45%
152,594
-552
33
$9.93M 1.41%
+76,253
34
$9.3M 1.32%
170,217
+19,700
35
$8.59M 1.22%
+1,002,100
36
$8.5M 1.2%
159,008
-720
37
$8.29M 1.17%
255,608
-5,764
38
$8.24M 1.17%
176,615
-560
39
$7.82M 1.11%
140,867
+11
40
$7.81M 1.11%
124,186
-900
41
$7.78M 1.1%
67,012
+15,397
42
$7.71M 1.09%
68,907
+4
43
$7.19M 1.02%
+304,935
44
$6.65M 0.94%
263,116
+28
45
$6.58M 0.93%
127,280
-133,406
46
$6.23M 0.88%
251,767
-197
47
$6.12M 0.87%
443,537
-100,703
48
$6.06M 0.86%
237,219
+73,856
49
$5.98M 0.85%
24,319
-144
50
$5.83M 0.83%
+77,354
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