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
$1.31B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$23.7M
3
+$17.1M
4
ZION icon
Zions Bancorporation
ZION
+$16.7M
5
TPR icon
Tapestry
TPR
+$16.4M

Top Sells

1
+$19.2M
2
+$18.3M
3
+$18.1M
4
MCD icon
McDonald's
MCD
+$17.6M
5
SBUX icon
Starbucks
SBUX
+$16.9M

Sector Composition

1 Healthcare 14.82%
2 Industrials 14.6%
3 Technology 14.14%
4 Consumer Discretionary 13.22%
5 Communication Services 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.47M 0.49%
101,629
+54,430
77
$6.39M 0.49%
200,424
+54,409
78
$6.38M 0.49%
143,530
+38,531
79
$6.26M 0.48%
+289,350
80
$6M 0.46%
+100,264
81
$5.79M 0.44%
116,910
+32,991
82
$5.79M 0.44%
276,334
+85,004
83
$5.67M 0.43%
84,601
+22,006
84
$5.53M 0.42%
68,612
+17,958
85
$5.49M 0.42%
+238,438
86
$5.48M 0.42%
+34,883
87
$5.33M 0.41%
39,174
+6,823
88
$5.29M 0.4%
145,812
+41,758
89
$5.11M 0.39%
47,113
-16,911
90
$5.1M 0.39%
78,098
-5,762
91
$5.01M 0.38%
+62,715
92
$4.81M 0.37%
97,398
+24,454
93
$4.81M 0.37%
284,141
+7,966
94
$4.78M 0.37%
288,774
-4,011
95
$4.66M 0.36%
629,048
+186,618
96
$4.62M 0.35%
+345,322
97
$4.35M 0.33%
155,348
+28,241
98
$3.77M 0.29%
185,916
-120,197
99
$3.76M 0.29%
56,403
-3,378
100
$3.55M 0.27%
+85,086
2 3
4
5 6