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
$383M
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$3.6M
3
+$3.48M
4
NU icon
Nu Holdings
NU
+$3.02M
5
TSM icon
TSMC
TSM
+$2.9M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$15.7M
4
WK icon
Workiva
WK
+$15.1M
5
NTNX icon
Nutanix
NTNX
+$14.4M

Sector Composition

1 Technology 34.34%
2 Industrials 14.02%
3 Consumer Discretionary 13.89%
4 Healthcare 12.16%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 1.1%
7,709
-679
27
$4.19M 1.09%
91,600
-7,300
28
$4.19M 1.09%
34,607
-2,160
29
$4.17M 1.09%
55,004
-145,896
30
$4.16M 1.09%
27,179
-51,223
31
$4.13M 1.08%
54,364
-142,296
32
$4.05M 1.06%
74,222
-291,915
33
$3.97M 1.04%
45,727
-121,755
34
$3.9M 1.02%
46,377
-14,847
35
$3.89M 1.02%
25,836
-12,512
36
$3.8M 0.99%
75,560
-272,030
37
$3.72M 0.97%
23,239
-85,183
38
$3.67M 0.96%
69,777
-7,236
39
$3.66M 0.96%
114,363
-232,425
40
$3.64M 0.95%
49,073
-97,948
41
$3.57M 0.93%
26,220
-72,965
42
$3.57M 0.93%
226,299
-503,124
43
$3.5M 0.91%
5,547
-38
44
$3.48M 0.91%
+18,275
45
$3.44M 0.9%
93,050
-235,409
46
$3.42M 0.89%
61,704
-167,825
47
$3.42M 0.89%
75,282
-207,606
48
$3.39M 0.89%
49,015
-704
49
$3.38M 0.88%
36,360
-99,821
50
$3.34M 0.87%
54,442
-120,235
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