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
$695M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$14.3M
4
HP icon
Helmerich & Payne
HP
+$10.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.2M

Top Sells

1
+$15.2M
2
+$11.8M
3
+$11.1M
4
XLNX
Xilinx Inc
XLNX
+$10.5M
5
GME icon
GameStop
GME
+$9.74M

Sector Composition

1 Healthcare 18.85%
2 Financials 15.38%
3 Communication Services 13.65%
4 Industrials 13.57%
5 Technology 13.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.53%
41,490
-722
52
$3.31M 0.48%
45,323
+5,305
53
$2.9M 0.42%
63,506
+7,210
54
$2.89M 0.42%
101,894
-2,650
55
$2.63M 0.38%
23,151
+29
56
$2.4M 0.35%
69,578
-1,372
57
$2.17M 0.31%
36,776
+171
58
$2.12M 0.31%
35,708
-7,557
59
$1.98M 0.29%
34,241
-752
60
$1.84M 0.27%
118,532
+30,324
61
$1.75M 0.25%
92,649
-1,923
62
$1.74M 0.25%
92,544
+33,985
63
$1.71M 0.25%
78,135
+72,821
64
$1.69M 0.24%
13,427
-66
65
$1.63M 0.23%
26,055
-479
66
$1.62M 0.23%
56,594
+774
67
$1.61M 0.23%
117,254
+55,007
68
$1.59M 0.23%
60,136
+3,756
69
$1.5M 0.22%
50,636
-45
70
$1.5M 0.22%
+113,814
71
$1.46M 0.21%
36,064
-795
72
$1.42M 0.2%
21,333
-484
73
$1.4M 0.2%
+803,290
74
$1.36M 0.2%
+20,284
75
$1.3M 0.19%
165,106
-4,920
1 2
3
4 5