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
$807M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.74M
3
+$9.66M
4
DIS icon
Walt Disney
DIS
+$8.68M
5
AMZN icon
Amazon
AMZN
+$8.3M

Top Sells

1
+$13.1M
2
+$9.25M
3
+$8.4M
4
URI icon
United Rentals
URI
+$7.62M
5
GILD icon
Gilead Sciences
GILD
+$4.99M

Sector Composition

1 Healthcare 21.88%
2 Consumer Discretionary 14.95%
3 Technology 13.5%
4 Financials 13.09%
5 Communication Services 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.55%
417,340
+96,793
27
$12.3M 1.53%
140,681
+8,011
28
$12.2M 1.51%
561,840
+382,540
29
$12M 1.49%
70,678
-7,401
30
$11.9M 1.47%
789,408
+185,091
31
$11.6M 1.44%
85,789
+35,309
32
$11.5M 1.42%
49,282
+8,393
33
$11.3M 1.4%
134,998
+28,322
34
$11M 1.37%
77,885
+18,647
35
$10.4M 1.29%
858,100
+154,200
36
$9.66M 1.2%
+67,117
37
$9.44M 1.17%
119,969
+23,362
38
$9.02M 1.12%
265,445
+46,894
39
$8.89M 1.1%
108,863
+29,973
40
$7.84M 0.97%
+75,254
41
$7.82M 0.97%
+162,079
42
$7.66M 0.95%
163,398
+37,883
43
$7.63M 0.95%
78,483
+18,407
44
$7.09M 0.88%
171,122
+39,118
45
$6.9M 0.85%
115,913
+115,779
46
$6.73M 0.83%
163,759
-37,418
47
$5.5M 0.68%
168,581
-10,678
48
$4.52M 0.56%
51,941
+23,743
49
$4.33M 0.54%
59,586
-24
50
$3.98M 0.49%
35,469
+614
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