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
$1.31B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$23.7M
3
+$17.1M
4
ZION icon
Zions Bancorporation
ZION
+$16.7M
5
TPR icon
Tapestry
TPR
+$16.4M

Top Sells

1
+$19.2M
2
+$18.3M
3
+$18.1M
4
MCD icon
McDonald's
MCD
+$17.6M
5
SBUX icon
Starbucks
SBUX
+$16.9M

Sector Composition

1 Healthcare 14.82%
2 Industrials 14.6%
3 Technology 14.14%
4 Consumer Discretionary 13.22%
5 Communication Services 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 1.29%
549,003
-125,366
27
$16.7M 1.28%
497,687
-147,372
28
$16.7M 1.28%
+537,563
29
$16.5M 1.26%
120,198
-34,501
30
$16.4M 1.25%
216,683
-75,981
31
$16.4M 1.25%
+447,700
32
$16.3M 1.25%
138,365
+24,927
33
$15.8M 1.21%
+810,469
34
$15.7M 1.2%
94,573
+4,090
35
$15.7M 1.2%
176,271
-42,047
36
$15.5M 1.18%
173,039
+6,685
37
$15.3M 1.17%
+149,182
38
$15.2M 1.17%
182,795
+6,995
39
$15.2M 1.16%
503,474
+189,632
40
$14.7M 1.13%
327,934
+105,310
41
$14.5M 1.11%
+369,340
42
$13.3M 1.02%
71,754
+13,014
43
$13.2M 1.01%
98,998
+3,803
44
$13M 0.99%
237,093
+40,347
45
$12.1M 0.92%
+90,012
46
$11.4M 0.87%
185,700
-23,081
47
$11M 0.84%
464,898
-2,299
48
$9.37M 0.72%
223,760
-3,580
49
$9.26M 0.71%
102,464
+53,651
50
$9.11M 0.7%
94,041
+15,642
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