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
$668M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$15M
3
+$14.2M
4
AAPL icon
Apple
AAPL
+$11.4M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$15.6M
2
+$15M
3
+$13.3M
4
LYB icon
LyondellBasell Industries
LYB
+$12.5M
5
WP
Worldpay, Inc.
WP
+$12.1M

Sector Composition

1 Healthcare 17.46%
2 Consumer Discretionary 16.54%
3 Financials 15.23%
4 Communication Services 12.14%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.21%
17,879
77
$1.38M 0.21%
57,825
+3,724
78
$1.35M 0.2%
56,380
+18,102
79
$1.3M 0.19%
+88,208
80
$1.25M 0.19%
257
+18
81
$1.25M 0.19%
46,230
-230
82
$1.14M 0.17%
15,242
-744
83
$1.14M 0.17%
+28,845
84
$1.09M 0.16%
36,859
-178
85
$1.09M 0.16%
1,695
-291
86
$1.07M 0.16%
24,025
-74
87
$1.05M 0.16%
33,534
+12,193
88
$1.05M 0.16%
+58,559
89
$983K 0.15%
5,782
-2,828
90
$972K 0.15%
34,111
-158
91
$971K 0.15%
38,250
-25,618
92
$948K 0.14%
10,540
-5,706
93
$915K 0.14%
62,247
-50,505
94
$892K 0.13%
+14,616
95
$877K 0.13%
170,026
-18,864
96
$865K 0.13%
+10,677
97
$753K 0.11%
12,674
-7,908
98
$582K 0.09%
6,000
99
$575K 0.09%
7,307
-15,249
100
$554K 0.08%
4,657
-85,632
2 3
4
5 6