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Redwood Investments Portfolio holdings
AUM
$267M
1-Year Est. Return
11.99%
This Fund
S&P 500
This Quarter
Est. Return
+6.13%
1 Year Est. Return
+11.99%
3 Year Est. Return
+74.07%
5 Year Est. Return
+307.74%
10 Year Est. Return
+985.95%
AUM
$648M
AUM Growth
–
Cap. Flow
+$638M
Cap. Flow
% of AUM
98.5%
Top 10 Holdings %
Top 10 Hldgs %
24.04%
Holding
184
New
184
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$19M |
| 2 |
CVS Health
CVS
|
+$18.4M |
| 3 |
Qualcomm
QCOM
|
+$16.9M |
| 4 |
Comcast
CMCSA
|
+$15.7M |
| 5 |
TJX Companies
TJX
|
+$15.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.24% |
| 2 | Financials | 14.26% |
| 3 | Consumer Discretionary | 13.53% |
| 4 | Industrials | 12.85% |
| 5 | Communication Services | 10.05% |
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Redwood Investments's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Redwood Investments, which disclosed 184 positions worth $648M. Its ten largest holdings account for 24% of the portfolio.
Its largest position is Apple: 1,236,480 shares worth $17.5M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, followed by Financials and Consumer Discretionary.
- Redwood Investments's largest Q2 2013 buy was Apple: 1,236,480 shares worth $17.5M.
- Redwood Investments's ten largest holdings make up 24% of its $648M portfolio in Q2 2013.
- Redwood Investments disclosed 184 positions in Q2 2013, its first 13F filing on record.
Based on Redwood Investments's 13F filing for Q2 2013, filed 14 Aug 2013.