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
$1.01B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.9M
3
+$19.2M
4
NVDA icon
NVIDIA
NVDA
+$18.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.8M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$14.9M
5
BFH icon
Bread Financial
BFH
+$13.7M

Sector Composition

1 Healthcare 21.22%
2 Communication Services 15.57%
3 Industrials 13.37%
4 Technology 12.38%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.34M 0.33%
+31,239
77
$3.32M 0.33%
44,955
+1,958
78
$3.27M 0.32%
197,047
+85,365
79
$3.26M 0.32%
77,733
+26,806
80
$3.25M 0.32%
277,442
+122,735
81
$3.25M 0.32%
+87,289
82
$3.24M 0.32%
30,491
+13,438
83
$3.1M 0.31%
128,078
+62,808
84
$2.98M 0.3%
77,978
+21,226
85
$2.97M 0.3%
199,443
+54,298
86
$2.97M 0.3%
+95,578
87
$2.97M 0.3%
39,763
+16,366
88
$2.96M 0.29%
+32,656
89
$2.91M 0.29%
+25,708
90
$2.78M 0.28%
65,118
+28,730
91
$2.75M 0.27%
134,556
+32,928
92
$2.73M 0.27%
99,729
+32,297
93
$2.51M 0.25%
207,364
+38,588
94
$2.17M 0.22%
44,538
+18,107
95
$2.07M 0.21%
32,147
+6,731
96
$1.97M 0.2%
31,347
+5,526
97
$1.94M 0.19%
62,884
+50,378
98
$1.93M 0.19%
+60,665
99
$1.91M 0.19%
+91,307
100
$1.82M 0.18%
66,916
-1,295,900
2 3
4
5 6