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
$293M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.9M
3
+$2.09M
4
NU icon
Nu Holdings
NU
+$2.01M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Top Sells

1
+$4.51M
2
+$3.88M
3
+$3.87M
4
SPT icon
Sprout Social
SPT
+$3.48M
5
LAD icon
Lithia Motors
LAD
+$3.33M

Sector Composition

1 Technology 31.41%
2 Healthcare 15.05%
3 Industrials 13.57%
4 Consumer Discretionary 11.82%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.73%
65,097
-19,406
52
$2.11M 0.72%
37,429
-11,076
53
$2.09M 0.71%
+30,005
54
$2.07M 0.7%
11,352
-3,328
55
$2.06M 0.7%
25,770
+911
56
$1.98M 0.68%
14,047
-6,774
57
$1.97M 0.67%
54,742
-15,808
58
$1.95M 0.67%
+2,365
59
$1.94M 0.66%
22,594
+1,615
60
$1.91M 0.65%
16,565
-4,898
61
$1.88M 0.64%
2,386
-420
62
$1.88M 0.64%
+13,730
63
$1.84M 0.63%
65,744
-23,175
64
$1.83M 0.62%
2,357
-273
65
$1.82M 0.62%
17,189
-5,120
66
$1.81M 0.62%
+9,790
67
$1.78M 0.61%
432,557
-77,993
68
$1.6M 0.55%
19,888
+2,762
69
$1.59M 0.54%
27,500
-2,550
70
$1.57M 0.54%
15,654
-1,392
71
$1.55M 0.53%
6,457
-765
72
$1.48M 0.5%
7,032
-588
73
$1.43M 0.49%
9,897
-2,837
74
$1.38M 0.47%
2,690
-234
75
$1.37M 0.47%
4,642
-398
1 2
3
4 5