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
$668M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$15M
3
+$14.2M
4
AAPL icon
Apple
AAPL
+$11.4M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$15.6M
2
+$15M
3
+$13.3M
4
LYB icon
LyondellBasell Industries
LYB
+$12.5M
5
WP
Worldpay, Inc.
WP
+$12.1M

Sector Composition

1 Healthcare 17.46%
2 Consumer Discretionary 16.54%
3 Financials 15.23%
4 Communication Services 12.14%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.89M 0.73%
116,985
-177
52
$3.87M 0.58%
+94,673
53
$3.68M 0.55%
42,212
+2,981
54
$3.09M 0.46%
104,544
-158,572
55
$3.02M 0.45%
51,731
-75,549
56
$3.01M 0.45%
97,132
-158,476
57
$2.73M 0.41%
40,018
-25,020
58
$2.63M 0.39%
+37,246
59
$2.56M 0.38%
56,296
-82
60
$2.53M 0.38%
+23,122
61
$2.35M 0.35%
70,950
-24,220
62
$2.07M 0.31%
36,605
+563
63
$1.97M 0.29%
43,265
-188
64
$1.91M 0.29%
56,299
-15,038
65
$1.87M 0.28%
50,331
-226
66
$1.85M 0.28%
34,993
+8,795
67
$1.74M 0.26%
26,534
-159
68
$1.67M 0.25%
94,572
-450
69
$1.62M 0.24%
+114,942
70
$1.59M 0.24%
+50,681
71
$1.51M 0.23%
21,817
+1,099
72
$1.49M 0.22%
47,015
+2,377
73
$1.48M 0.22%
55,820
+7,332
74
$1.45M 0.22%
13,493
-41
75
$1.44M 0.22%
45,512
-204
1 2
3
4 5