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
$1.01B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.9M
3
+$19.2M
4
NVDA icon
NVIDIA
NVDA
+$18.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.8M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$14.9M
5
BFH icon
Bread Financial
BFH
+$13.7M

Sector Composition

1 Healthcare 21.22%
2 Communication Services 15.57%
3 Industrials 13.37%
4 Technology 12.38%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.03M 0.5%
51,433
+34,377
52
$4.6M 0.46%
251,556
+124,045
53
$4.58M 0.46%
61,812
+26,174
54
$4.58M 0.46%
230,872
+135,844
55
$4.49M 0.45%
69,476
+39,355
56
$4.41M 0.44%
71,803
+3,571
57
$4.33M 0.43%
134,239
+54,703
58
$4.31M 0.43%
95,384
+15,624
59
$4.2M 0.42%
95,462
+49,671
60
$4.09M 0.41%
61,206
+31,135
61
$4.07M 0.4%
1,192,790
+695,890
62
$3.98M 0.4%
70,379
+30,059
63
$3.92M 0.39%
87,611
+53,097
64
$3.9M 0.39%
+211,042
65
$3.81M 0.38%
94,337
+26,591
66
$3.73M 0.37%
641,375
+276,955
67
$3.67M 0.36%
49,145
+21,134
68
$3.66M 0.36%
51,485
+22,045
69
$3.65M 0.36%
41,841
+28,005
70
$3.62M 0.36%
64,444
+38,943
71
$3.51M 0.35%
45,491
+20,508
72
$3.5M 0.35%
+28,502
73
$3.43M 0.34%
+43,073
74
$3.43M 0.34%
36,148
+13,424
75
$3.36M 0.33%
328,630
+14,960
1 2
3
4 5