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
$933M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$17.9M
3
+$15M
4
CTAS icon
Cintas
CTAS
+$13.7M
5
BA icon
Boeing
BA
+$13.4M

Top Sells

1
+$27.7M
2
+$14.8M
3
+$14.8M
4
CMG icon
Chipotle Mexican Grill
CMG
+$13.2M
5
HON icon
Honeywell
HON
+$7.93M

Sector Composition

1 Healthcare 21.38%
2 Communication Services 16.26%
3 Consumer Discretionary 16.18%
4 Industrials 13.63%
5 Financials 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.14%
43,445
+9,516
102
$1.22M 0.13%
496,900
+82,050
103
$1.09M 0.12%
25,501
-8,690
104
$992K 0.11%
12,485
-5,234
105
$976K 0.1%
22,053
-8,576
106
$779K 0.08%
9,000
107
$547K 0.06%
4,450
-57
108
$462K 0.05%
6,184
+186
109
$412K 0.04%
12,506
+876
110
$344K 0.04%
15,176
+4,079
111
$308K 0.03%
3,000
112
$254K 0.03%
3,000
-11
113
$250K 0.03%
4,042
114
$236K 0.03%
3,027
115
$207K 0.02%
2,072
+12
116
$195K 0.02%
2,538
-120
117
$170K 0.02%
500
-8
118
$133K 0.01%
2,000
119
$131K 0.01%
2,785
120
$126K 0.01%
2,000
121
$118K 0.01%
1,700
122
$101K 0.01%
1,200
123
$94K 0.01%
627
+10
124
$93K 0.01%
900
125
$93K 0.01%
3,200
3 4
5
6 7