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
$383M
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$3.6M
3
+$3.48M
4
NU icon
Nu Holdings
NU
+$3.02M
5
TSM icon
TSMC
TSM
+$2.9M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$15.7M
4
WK icon
Workiva
WK
+$15.1M
5
NTNX icon
Nutanix
NTNX
+$14.4M

Sector Composition

1 Technology 34.34%
2 Industrials 14.02%
3 Consumer Discretionary 13.89%
4 Healthcare 12.16%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.6%
23,340
-117,154
77
$2.3M 0.6%
648
-112
78
$2.27M 0.59%
+27,427
79
$2.08M 0.54%
2,943
-534
80
$1.93M 0.5%
12,316
-31,688
81
$1.91M 0.5%
7,897
+469
82
$1.82M 0.48%
3,055
-541
83
$1.82M 0.47%
4,264
-866
84
$1.81M 0.47%
2,245
-753
85
$1.81M 0.47%
7,947
-1,167
86
$1.74M 0.45%
13,391
-37,254
87
$1.69M 0.44%
9,994
-24,117
88
$1.65M 0.43%
24,926
-144,510
89
$1.65M 0.43%
93,432
-297,745
90
$1.57M 0.41%
7,955
-4,308
91
$1.43M 0.37%
3,255
-623
92
$1.42M 0.37%
5,263
-887
93
$1.4M 0.36%
15,984
-1,708
94
$1.16M 0.3%
23,677
+5,803
95
$1.02M 0.27%
10,924
-2,827
96
$1.01M 0.26%
11,199
-5,634
97
$1.01M 0.26%
+54,886
98
$959K 0.25%
23,333
+2,662
99
$774K 0.2%
+6,098
100
$753K 0.2%
8,388
-2,972
2 3
4
5 6