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
$624M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.97M
3
+$9.15M
4
SBUX icon
Starbucks
SBUX
+$9M
5
GD icon
General Dynamics
GD
+$8.04M

Top Sells

1
+$13.8M
2
+$11.1M
3
+$10.5M
4
GILD icon
Gilead Sciences
GILD
+$8.76M
5
CVS icon
CVS Health
CVS
+$7.35M

Sector Composition

1 Healthcare 20.65%
2 Technology 15.22%
3 Consumer Discretionary 14.74%
4 Industrials 14.2%
5 Financials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.27%
21,991
+6,950
77
$1.69M 0.27%
+84,445
78
$1.68M 0.27%
21,801
+12,358
79
$1.64M 0.26%
16,499
+5,913
80
$1.63M 0.26%
16,432
+5,127
81
$1.6M 0.26%
26,878
+7,250
82
$1.54M 0.25%
8,889
-14,058
83
$1.53M 0.25%
+41,416
84
$1.52M 0.24%
60,996
+39,608
85
$1.46M 0.23%
51,603
+23,902
86
$1.45M 0.23%
30,909
+20,314
87
$1.45M 0.23%
28,299
+9,056
88
$1.43M 0.23%
25,284
+8,041
89
$1.4M 0.22%
31,502
+10,932
90
$1.34M 0.21%
+96,873
91
$1.32M 0.21%
13,808
+5,280
92
$1.18M 0.19%
91,747
+29,205
93
$1.16M 0.19%
21,668
+11,760
94
$1.14M 0.18%
50,852
+22,270
95
$1.09M 0.17%
30,897
-244
96
$1.07M 0.17%
15,479
+10,751
97
$1.04M 0.17%
123,653
+86,163
98
$1.04M 0.17%
47,073
+32,752
99
$962K 0.15%
10,880
+6,498
100
$956K 0.15%
28,518
-13,202
2 3
4
5 6