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
$1.31B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$23.7M
3
+$17.1M
4
ZION icon
Zions Bancorporation
ZION
+$16.7M
5
TPR icon
Tapestry
TPR
+$16.4M

Top Sells

1
+$19.2M
2
+$18.3M
3
+$18.1M
4
MCD icon
McDonald's
MCD
+$17.6M
5
SBUX icon
Starbucks
SBUX
+$16.9M

Sector Composition

1 Healthcare 14.82%
2 Industrials 14.6%
3 Technology 14.14%
4 Consumer Discretionary 13.22%
5 Communication Services 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.83M 0.68%
239,786
+85,278
52
$8.78M 0.67%
484,356
+230,310
53
$8.76M 0.67%
+137,510
54
$8.5M 0.65%
80,712
+28,379
55
$8.41M 0.64%
+231,570
56
$8.12M 0.62%
224,423
+63,351
57
$8.05M 0.62%
146,970
+6,115
58
$7.97M 0.61%
176,717
+175,234
59
$7.89M 0.6%
61,394
+15,467
60
$7.86M 0.6%
+157,952
61
$7.83M 0.6%
263,908
+147,562
62
$7.69M 0.59%
94,075
+5,700
63
$7.69M 0.59%
158,191
+47,639
64
$7.67M 0.59%
164,689
+29,141
65
$7.53M 0.58%
79,632
+36,935
66
$7.4M 0.57%
159,059
+46,675
67
$7.17M 0.55%
87,651
+13,520
68
$7.08M 0.54%
87,444
+10,964
69
$7.06M 0.54%
+201,467
70
$7.05M 0.54%
167,494
+45,256
71
$7.01M 0.54%
95,231
-9,325
72
$6.81M 0.52%
187,899
+93,491
73
$6.68M 0.51%
+158,699
74
$6.65M 0.51%
+380,996
75
$6.59M 0.5%
69,025
+18,912
1 2
3
4 5