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
-$96.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$12.7M
3
+$12.3M
4
JPM icon
JPMorgan Chase
JPM
+$10.9M
5
MRVL icon
Marvell Technology
MRVL
+$10.8M

Top Sells

1
+$21.3M
2
+$14.3M
3
+$12.9M
4
JWN
Nordstrom
JWN
+$12.1M
5
TPR icon
Tapestry
TPR
+$11.8M

Sector Composition

1 Technology 19.87%
2 Consumer Discretionary 15.64%
3 Healthcare 14.19%
4 Financials 12.67%
5 Industrials 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.21%
136,117
-40,199
27
$12.2M 1.2%
142,372
-79,935
28
$11.9M 1.17%
73,125
-844
29
$11.4M 1.13%
172,920
-52,944
30
$11M 1.08%
150,388
-143,419
31
$10.8M 1.07%
208,822
+31,078
32
$10.8M 1.07%
+708,755
33
$10.6M 1.05%
522,084
-88,074
34
$10.4M 1.03%
302,299
-50,202
35
$10.4M 1.03%
210,559
-35,283
36
$10.2M 1.01%
211,949
+52,161
37
$10.1M 1%
189,597
+1,252
38
$9.91M 0.98%
118,858
-77,215
39
$9.88M 0.98%
426,642
-372,633
40
$9.79M 0.97%
228,492
+1,102
41
$9.73M 0.96%
+248,108
42
$9.73M 0.96%
+141,857
43
$9.49M 0.94%
194,311
+44,653
44
$9.34M 0.92%
+127,984
45
$9.25M 0.91%
3,395,880
-1,232,880
46
$9.2M 0.91%
167,049
+22,479
47
$9.13M 0.9%
71,114
-22,963
48
$9.11M 0.9%
301,038
+175,853
49
$8.86M 0.88%
199,928
-33,272
50
$8.86M 0.88%
260,042
+56,104
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