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
$648M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$17.5M
3
+$16.2M
4
CMCSA icon
Comcast
CMCSA
+$15.9M
5
UNP icon
Union Pacific
UNP
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.24%
2 Financials 14.26%
3 Consumer Discretionary 13.53%
4 Industrials 12.85%
5 Communication Services 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.32M 0.82%
+241,311
52
$5.13M 0.79%
+31,261
53
$4.99M 0.77%
+19,778
54
$4.76M 0.73%
+46,493
55
$4.76M 0.73%
+51,615
56
$4.75M 0.73%
+89,645
57
$4.73M 0.73%
+82,330
58
$4.37M 0.67%
+66,932
59
$4.36M 0.67%
+24,463
60
$3.76M 0.58%
+43,425
61
$3.76M 0.58%
+163,363
62
$3.65M 0.56%
+16,244
63
$3.6M 0.56%
+4,352
64
$3.57M 0.55%
+109,744
65
$3.52M 0.54%
+70,452
66
$3.05M 0.47%
+106,030
67
$2.97M 0.46%
+39,226
68
$2.95M 0.46%
+95,720
69
$2.52M 0.39%
+115,666
70
$2.3M 0.35%
+91,376
71
$1.78M 0.28%
+27,930
72
$1.71M 0.26%
+62,544
73
$1.54M 0.24%
+107,470
74
$1.48M 0.23%
+22,337
75
$1.46M 0.22%
+39,070
1 2
3
4 5