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
$695M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$14.3M
4
HP icon
Helmerich & Payne
HP
+$10.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.2M

Top Sells

1
+$15.2M
2
+$11.8M
3
+$11.1M
4
XLNX
Xilinx Inc
XLNX
+$10.5M
5
GME icon
GameStop
GME
+$9.74M

Sector Composition

1 Healthcare 18.85%
2 Financials 15.38%
3 Communication Services 13.65%
4 Industrials 13.57%
5 Technology 13.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$588K 0.08%
6,000
102
$484K 0.07%
4,334
-323
103
$440K 0.06%
38,750
-2,700
104
$338K 0.05%
32,868
-947,584
105
$305K 0.04%
11,200
-1,841
106
$296K 0.04%
3,027
107
$295K 0.04%
3,000
108
$266K 0.04%
4,926
-511
109
$251K 0.04%
12,509
+485
110
$218K 0.03%
10,792
-1,737
111
$206K 0.03%
20,963
+2,153
112
$190K 0.03%
10,075
-1,660
113
$184K 0.03%
5,356
-91,776
114
$183K 0.03%
3,402
-535
115
$177K 0.03%
1,061
-136
116
$172K 0.02%
2,060
117
$171K 0.02%
2,784
118
$170K 0.02%
9,969
-4,633
119
$160K 0.02%
1,644
-2,465
120
$153K 0.02%
1,700
121
$152K 0.02%
+4,362
122
$135K 0.02%
11,711
-12,023
123
$132K 0.02%
4,448
-2,877
124
$130K 0.02%
2,000
125
$129K 0.02%
3,608
-3,080
3 4
5
6 7