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
$1.01B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.9M
3
+$19.2M
4
NVDA icon
NVIDIA
NVDA
+$18.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.8M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$14.9M
5
BFH icon
Bread Financial
BFH
+$13.7M

Sector Composition

1 Healthcare 21.22%
2 Communication Services 15.57%
3 Industrials 13.37%
4 Technology 12.38%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.1M 1.6%
144,102
+1,324
27
$15.7M 1.56%
133,698
+7,180
28
$15.6M 1.56%
261,982
+2,215
29
$15.3M 1.52%
166,653
+4,580
30
$15M 1.49%
+260,494
31
$14.9M 1.48%
663,108
+61,800
32
$14.5M 1.45%
298,676
-2,141
33
$14.3M 1.42%
108,922
-1,100
34
$14.2M 1.41%
141,433
+939
35
$13.5M 1.34%
204,443
-115,982
36
$11.9M 1.19%
+467,195
37
$11.9M 1.18%
93,746
+1,058
38
$11.4M 1.14%
113,435
-991
39
$11.2M 1.12%
311,433
-2,515
40
$11.2M 1.12%
458,750
-24,961
41
$10.1M 1.01%
187,531
-1,514
42
$10M 1%
195,566
-1,592
43
$9.86M 0.98%
205,453
+10,588
44
$9.55M 0.95%
+159,971
45
$8.25M 0.82%
52,533
-45,517
46
$5.77M 0.57%
+61,493
47
$5.71M 0.57%
169,845
+77,801
48
$5.57M 0.55%
124,421
+5,923
49
$5.56M 0.55%
179,124
+107,156
50
$5.11M 0.51%
78,411
+23,250
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