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
$668M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$15M
3
+$14.2M
4
AAPL icon
Apple
AAPL
+$11.4M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$15.6M
2
+$15M
3
+$13.3M
4
LYB icon
LyondellBasell Industries
LYB
+$12.5M
5
WP
Worldpay, Inc.
WP
+$12.1M

Sector Composition

1 Healthcare 17.46%
2 Consumer Discretionary 16.54%
3 Financials 15.23%
4 Communication Services 12.14%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.57%
227,602
-41,476
27
$10.3M 1.54%
+765,006
28
$10.1M 1.51%
198,141
-28,319
29
$10M 1.5%
127,048
-28,546
30
$9.95M 1.49%
170,156
-61
31
$9.36M 1.4%
8,053
-4,691
32
$8.9M 1.33%
67,012
33
$8.39M 1.26%
150,780
-95,628
34
$7.93M 1.19%
37,807
-23,658
35
$7.9M 1.18%
51,459
-41,685
36
$7.53M 1.13%
+149,120
37
$7.51M 1.12%
89,850
+8,780
38
$7.5M 1.12%
+224,600
39
$6.79M 1.02%
24,657
+8,526
40
$6.37M 0.95%
105,528
-35,339
41
$6.24M 0.93%
65,806
+3,122
42
$6.24M 0.93%
227,028
-77,907
43
$5.91M 0.89%
+336,524
44
$5.87M 0.88%
119,508
-57,107
45
$5.85M 0.88%
51,293
-17,614
46
$5.27M 0.79%
24,319
47
$5.27M 0.79%
83,585
-75,423
48
$5.25M 0.79%
249,588
-9,678
49
$5.18M 0.78%
333,001
-110,536
50
$5.07M 0.76%
92,745
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