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
$293M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.9M
3
+$2.09M
4
NU icon
Nu Holdings
NU
+$2.01M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Top Sells

1
+$4.51M
2
+$3.88M
3
+$3.87M
4
SPT icon
Sprout Social
SPT
+$3.48M
5
LAD icon
Lithia Motors
LAD
+$3.33M

Sector Composition

1 Technology 31.41%
2 Healthcare 15.05%
3 Industrials 13.57%
4 Consumer Discretionary 11.82%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.09%
31,499
-9,738
27
$3.16M 1.08%
14,324
-880
28
$3.12M 1.06%
59,904
-17,402
29
$3.03M 1.03%
18,005
-101
30
$2.97M 1.01%
35,273
+899
31
$2.9M 0.99%
+41,964
32
$2.86M 0.97%
15,283
-4,534
33
$2.75M 0.94%
34,046
-17,742
34
$2.71M 0.92%
26,256
-7,596
35
$2.71M 0.92%
23,501
-7,157
36
$2.71M 0.92%
48,686
-329
37
$2.64M 0.9%
32,478
-9,301
38
$2.6M 0.89%
13,504
-7,190
39
$2.59M 0.88%
90,241
-27,491
40
$2.55M 0.87%
60,872
-18,126
41
$2.54M 0.87%
13,929
+5,677
42
$2.52M 0.86%
18,830
-5,648
43
$2.3M 0.78%
23,497
-6,660
44
$2.29M 0.78%
96,683
-1,525
45
$2.23M 0.76%
3,154
-20
46
$2.19M 0.75%
34,143
-241
47
$2.18M 0.74%
38,314
-11,331
48
$2.17M 0.74%
11,637
-8,499
49
$2.17M 0.74%
32,213
-9,609
50
$2.16M 0.74%
90,299
-27,787
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