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
$992M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.8M
3
+$10.5M
4
ALL icon
Allstate
ALL
+$10.3M
5
UNP icon
Union Pacific
UNP
+$8.39M

Top Sells

1
+$15.5M
2
+$13.5M
3
+$12.3M
4
ALLY icon
Ally Financial
ALLY
+$10.6M
5
HAL icon
Halliburton
HAL
+$10.4M

Sector Composition

1 Technology 20.21%
2 Consumer Discretionary 16.46%
3 Healthcare 15.88%
4 Financials 11.33%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.14M 0.92%
163,908
-11,143
52
$8.84M 0.89%
84,584
+18,951
53
$8.69M 0.88%
138,517
+13,843
54
$8.69M 0.88%
60,628
+5,603
55
$8.67M 0.87%
127,955
+13,896
56
$8.6M 0.87%
113,507
+10,978
57
$8.59M 0.87%
148,830
-24,090
58
$8.44M 0.85%
122,512
-19,345
59
$8.4M 0.85%
77,129
+77,018
60
$8.38M 0.84%
236,017
+24,068
61
$8.3M 0.84%
176,692
+17,683
62
$8.29M 0.84%
80,974
+8,953
63
$8.14M 0.82%
163,052
+17,298
64
$7.9M 0.8%
211,021
-37,087
65
$7.88M 0.79%
103,955
+63,291
66
$7.85M 0.79%
221,148
+21,220
67
$7.66M 0.77%
289,781
+30,285
68
$7.38M 0.74%
116,555
+16,053
69
$7.35M 0.74%
71,985
+434
70
$7.21M 0.73%
170,935
+100,679
71
$7.05M 0.71%
124,001
+14,290
72
$7.03M 0.71%
218,258
+30,877
73
$6.76M 0.68%
+162,902
74
$6.73M 0.68%
55,390
-15,724
75
$6.73M 0.68%
138,560
+14,124
1 2
3
4 5