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
$706M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.5M
3
+$11.1M
4
BA icon
Boeing
BA
+$10.1M
5
MHK icon
Mohawk Industries
MHK
+$9.93M

Top Sells

1
+$13.5M
2
+$13.1M
3
+$10.1M
4
FL
Foot Locker
FL
+$7.52M
5
VMI icon
Valmont Industries
VMI
+$6.99M

Sector Composition

1 Healthcare 15.55%
2 Financials 13.32%
3 Consumer Discretionary 13.06%
4 Industrials 12.12%
5 Technology 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.81M 0.82%
36,749
-29,850
52
$5.45M 0.77%
81,070
-1,260
53
$5.43M 0.77%
44,662
-977
54
$5.42M 0.77%
90,122
+62,192
55
$5.24M 0.74%
62,684
+61,448
56
$5.18M 0.73%
19,781
+3
57
$5.05M 0.72%
16,131
-113
58
$4.68M 0.66%
259,266
-112,279
59
$4.66M 0.66%
+92,745
60
$4.46M 0.63%
65,038
-1,894
61
$4.05M 0.57%
117,162
+11,132
62
$3.11M 0.44%
39,231
+5
63
$2.86M 0.4%
95,170
-550
64
$2.17M 0.31%
56,378
-53,366
65
$1.57M 0.22%
26,198
-94
66
$1.56M 0.22%
44,638
-7,524
67
$1.55M 0.22%
112,752
+5,282
68
$1.54M 0.22%
36,042
+10,851
69
$1.52M 0.22%
50,557
+1,858
70
$1.51M 0.21%
20,718
-2,560
71
$1.49M 0.21%
43,453
+6,333
72
$1.46M 0.21%
95,022
+23,742
73
$1.42M 0.2%
26,693
-2,333
74
$1.41M 0.2%
+15,986
75
$1.39M 0.2%
71,337
+4,483
1 2
3
4 5