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
$383M
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$3.6M
3
+$3.48M
4
NU icon
Nu Holdings
NU
+$3.02M
5
TSM icon
TSMC
TSM
+$2.9M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$15.7M
4
WK icon
Workiva
WK
+$15.1M
5
NTNX icon
Nutanix
NTNX
+$14.4M

Sector Composition

1 Technology 34.34%
2 Industrials 14.02%
3 Consumer Discretionary 13.89%
4 Healthcare 12.16%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.34M 0.87%
22,664
-68
52
$3.22M 0.84%
106,541
-182,984
53
$3.22M 0.84%
115,979
-319,609
54
$3.21M 0.84%
25,684
-70,366
55
$3.2M 0.84%
51,103
-131,732
56
$3.2M 0.84%
25,390
-124,451
57
$3.17M 0.83%
30,862
-79,635
58
$3.17M 0.83%
13,708
-2,574
59
$3.15M 0.82%
40,455
+35,175
60
$3.08M 0.81%
45,943
+12,016
61
$3.02M 0.79%
+362,645
62
$2.98M 0.78%
29,314
-148,474
63
$2.89M 0.76%
+75,622
64
$2.89M 0.75%
+85,291
65
$2.88M 0.75%
18,599
-8,477
66
$2.79M 0.73%
44,964
-125,852
67
$2.77M 0.72%
63,304
-168,668
68
$2.75M 0.72%
+18,797
69
$2.74M 0.72%
19,023
-32,078
70
$2.48M 0.65%
8,282
-1,172
71
$2.4M 0.63%
+148,264
72
$2.36M 0.62%
19,342
-24,054
73
$2.34M 0.61%
+7,092
74
$2.33M 0.61%
+9,175
75
$2.31M 0.6%
44,106
-236,785
1 2
3
4 5