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
$668M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$15M
3
+$14.2M
4
AAPL icon
Apple
AAPL
+$11.4M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$15.6M
2
+$15M
3
+$13.3M
4
LYB icon
LyondellBasell Industries
LYB
+$12.5M
5
WP
Worldpay, Inc.
WP
+$12.1M

Sector Composition

1 Healthcare 17.46%
2 Consumer Discretionary 16.54%
3 Financials 15.23%
4 Communication Services 12.14%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$551K 0.08%
9,000
102
$546K 0.08%
+12,399
103
$541K 0.08%
13,378
-2
104
$524K 0.08%
26,831
+26,171
105
$442K 0.07%
41,450
-960,650
106
$426K 0.06%
4,109
-27
107
$415K 0.06%
4,271
-400
108
$402K 0.06%
22,713
-67,805
109
$306K 0.05%
3,027
110
$301K 0.05%
12,024
-157
111
$289K 0.04%
+3,772
112
$279K 0.04%
+13,041
113
$278K 0.04%
3,000
114
$275K 0.04%
3,000
115
$270K 0.04%
18,161
-14,170
116
$258K 0.04%
+12,529
117
$252K 0.04%
4,873
-63
118
$247K 0.04%
6,688
+144
119
$246K 0.04%
5,437
-13,187
120
$240K 0.04%
+23,734
121
$219K 0.03%
9,112
-119
122
$209K 0.03%
11,735
+154
123
$203K 0.03%
10,971
-5,979
124
$202K 0.03%
+7,325
125
$200K 0.03%
+18,810
3 4
5
6 7