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
$695M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$14.3M
4
HP icon
Helmerich & Payne
HP
+$10.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.2M

Top Sells

1
+$15.2M
2
+$11.8M
3
+$11.1M
4
XLNX
Xilinx Inc
XLNX
+$10.5M
5
GME icon
GameStop
GME
+$9.74M

Sector Composition

1 Healthcare 18.85%
2 Financials 15.38%
3 Communication Services 13.65%
4 Industrials 13.57%
5 Technology 13.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.59%
81,212
+1,703
27
$10.9M 1.57%
+101,374
28
$10.8M 1.55%
757,022
-7,984
29
$10.2M 1.46%
96,295
-86,194
30
$9.52M 1.37%
+413,704
31
$8.77M 1.26%
92,418
+74,539
32
$8.42M 1.21%
155,960
+5,180
33
$8.22M 1.18%
53,126
+1,667
34
$8.01M 1.15%
465,509
+132,508
35
$7.98M 1.15%
157,718
+8,598
36
$7.94M 1.14%
52,202
-14,810
37
$7.82M 1.13%
26,032
+1,375
38
$7.73M 1.11%
222,968
-4,060
39
$7.23M 1.04%
+197,617
40
$7.18M 1.03%
74,204
+8,398
41
$7.16M 1.03%
32,935
-4,872
42
$7.08M 1.02%
94,802
+4,952
43
$6.21M 0.89%
50,352
-941
44
$6.17M 0.89%
103,316
-2,212
45
$5.63M 0.81%
245,084
-4,504
46
$5.58M 0.8%
68,733
+31,487
47
$5.58M 0.8%
117,248
-2,260
48
$5.54M 0.8%
88,207
+4,622
49
$5.07M 0.73%
+99,810
50
$4.92M 0.71%
116,252
-733
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