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
$807M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.74M
3
+$9.66M
4
DIS icon
Walt Disney
DIS
+$8.68M
5
AMZN icon
Amazon
AMZN
+$8.3M

Top Sells

1
+$13.1M
2
+$9.25M
3
+$8.4M
4
URI icon
United Rentals
URI
+$7.62M
5
GILD icon
Gilead Sciences
GILD
+$4.99M

Sector Composition

1 Healthcare 21.88%
2 Consumer Discretionary 14.95%
3 Technology 13.5%
4 Financials 13.09%
5 Communication Services 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.18%
261,330
+135,969
102
$1.46M 0.18%
56,454
+26,981
103
$1.25M 0.15%
40,857
+21,280
104
$1.23M 0.15%
10,946
+2,979
105
$1.21M 0.15%
49,226
+2,153
106
$1.19M 0.15%
96,705
+65,088
107
$1.12M 0.14%
13,700
+3,558
108
$941K 0.12%
34,274
+3,365
109
$906K 0.11%
22,132
+3,477
110
$825K 0.1%
9,000
111
$796K 0.1%
34,821
-9
112
$726K 0.09%
+8,465
113
$723K 0.09%
4,540
-52,733
114
$570K 0.07%
6,000
115
$292K 0.04%
3,000
116
$267K 0.03%
3,060
117
$261K 0.03%
+1,261
118
$252K 0.03%
3,027
119
$250K 0.03%
4,042
120
$197K 0.02%
2,658
121
$192K 0.02%
2,060
122
$155K 0.02%
2,785
123
$132K 0.02%
1,700
124
$132K 0.02%
3,200
125
$131K 0.02%
2,000
3 4
5
6 7