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
$992M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.8M
3
+$10.5M
4
ALL icon
Allstate
ALL
+$10.3M
5
UNP icon
Union Pacific
UNP
+$8.39M

Top Sells

1
+$15.5M
2
+$13.5M
3
+$12.3M
4
ALLY icon
Ally Financial
ALLY
+$10.6M
5
HAL icon
Halliburton
HAL
+$10.4M

Sector Composition

1 Technology 20.21%
2 Consumer Discretionary 16.46%
3 Healthcare 15.88%
4 Financials 11.33%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.22%
77,949
+5,219
27
$12M 1.21%
69,443
+6,089
28
$11.9M 1.2%
304,999
+132,779
29
$11.9M 1.2%
135,990
-6,382
30
$11.5M 1.16%
278,535
-42,757
31
$11.1M 1.12%
288,891
+28,849
32
$11.1M 1.12%
185,795
+18,746
33
$10.8M 1.09%
144,367
+16,383
34
$10.8M 1.09%
+103,239
35
$10.7M 1.08%
177,559
-31,263
36
$10.7M 1.08%
266,888
+26,149
37
$10.5M 1.06%
+173,144
38
$10.4M 1.05%
2,883,320
-512,560
39
$10.3M 1.04%
+116,151
40
$10.1M 1.02%
255,091
+26,599
41
$10.1M 1.02%
158,388
-24,368
42
$9.99M 1.01%
604,594
-104,161
43
$9.85M 0.99%
204,446
+20,521
44
$9.57M 0.96%
142,209
+13,783
45
$9.39M 0.95%
164,637
-24,960
46
$9.36M 0.94%
97,997
+10,381
47
$9.36M 0.94%
337,361
-80,688
48
$9.23M 0.93%
125,844
-24,544
49
$9.17M 0.92%
187,099
+18,746
50
$9.16M 0.92%
256,866
-45,433
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