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
$293M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.9M
3
+$2.09M
4
NU icon
Nu Holdings
NU
+$2.01M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Top Sells

1
+$4.51M
2
+$3.88M
3
+$3.87M
4
SPT icon
Sprout Social
SPT
+$3.48M
5
LAD icon
Lithia Motors
LAD
+$3.33M

Sector Composition

1 Technology 31.41%
2 Healthcare 15.05%
3 Industrials 13.57%
4 Consumer Discretionary 11.82%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.46%
3,153
-517
77
$1.32M 0.45%
1,873
-173
78
$1.28M 0.44%
10,960
-1,213
79
$1.27M 0.43%
91,867
-28,269
80
$1.24M 0.42%
+27,581
81
$1.18M 0.4%
22,471
-3,814
82
$1.18M 0.4%
2,854
-244
83
$1.17M 0.4%
45,773
-13,875
84
$1.17M 0.4%
6,861
-9,035
85
$1.15M 0.39%
+6,449
86
$1.14M 0.39%
3,104
-12,293
87
$1.12M 0.38%
1,909
-6,600
88
$1.07M 0.37%
45,227
-46,394
89
$1.06M 0.36%
24,320
90
$1.06M 0.36%
26,769
-8,287
91
$1.05M 0.36%
54,218
-14,777
92
$1.05M 0.36%
6,473
-752
93
$1.02M 0.35%
53,780
-15,491
94
$899K 0.31%
28,114
+22,220
95
$887K 0.3%
10,586
+104
96
$844K 0.29%
12,312
-2,090
97
$618K 0.21%
1,048
-39
98
$564K 0.19%
3,950
99
$516K 0.18%
5,341
-757
100
$456K 0.16%
1,191
-103
2 3
4
5 6