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
$847M
AUM Growth
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.8M
3
+$12.7M
4
HELE icon
Helen of Troy
HELE
+$11.4M
5
CCOI icon
Cogent Communications
CCOI
+$11.3M

Top Sells

1
+$16.4M
2
+$15.3M
3
+$15.3M
4
SEDG icon
SolarEdge
SEDG
+$11.7M
5
SMPL icon
Simply Good Foods
SMPL
+$10.6M

Sector Composition

1 Healthcare 23.17%
2 Technology 22.46%
3 Industrials 19.95%
4 Consumer Discretionary 8.28%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.18M 0.85%
276,865
-48,112
52
$7.09M 0.84%
311,868
-59,666
53
$6.82M 0.8%
140,004
-129,193
54
$6.8M 0.8%
234,649
-128,789
55
$6.47M 0.76%
26,790
+563
56
$6.47M 0.76%
33,266
+6,800
57
$6.06M 0.72%
126,779
+1,011
58
$5.63M 0.67%
76,739
+13,576
59
$4.93M 0.58%
153,619
-124,025
60
$4.4M 0.52%
30,492
-21
61
$4.3M 0.51%
15,097
+2,197
62
$3.95M 0.47%
+24,191
63
$3.7M 0.44%
30,131
+12,518
64
$3.66M 0.43%
25,397
-546
65
$3.6M 0.42%
104,576
-1,675
66
$3.55M 0.42%
+151,803
67
$3.5M 0.41%
29,732
+4,655
68
$3.5M 0.41%
22,073
-181
69
$3.41M 0.4%
50,366
+6,712
70
$3.35M 0.4%
+20,100
71
$3.22M 0.38%
34,750
-971
72
$3.06M 0.36%
52,600
+26,960
73
$3.05M 0.36%
10,559
-1,900
74
$2.88M 0.34%
21,665
+3,189
75
$2.83M 0.33%
9,886
-338
1 2
3
4 5