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
$1.01B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.9M
3
+$19.2M
4
NVDA icon
NVIDIA
NVDA
+$18.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.8M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$14.9M
5
BFH icon
Bread Financial
BFH
+$13.7M

Sector Composition

1 Healthcare 21.22%
2 Communication Services 15.57%
3 Industrials 13.37%
4 Technology 12.38%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.17%
26,851
+20,667
102
$1.61M 0.16%
332,867
+59,362
103
$1.5M 0.15%
63,477
+11,199
104
$1.5M 0.15%
13,448
+8,998
105
$1.45M 0.14%
68,722
+53,546
106
$1.45M 0.14%
18,129
+22
107
$1.31M 0.13%
59,079
+679
108
$1.18M 0.12%
+24,944
109
$854K 0.08%
9,000
110
$446K 0.04%
4,372
-121,992
111
$342K 0.03%
3,160
+160
112
$257K 0.03%
3,072
+45
113
$250K 0.02%
3,000
114
$218K 0.02%
4,042
115
$215K 0.02%
2,095
+23
116
$210K 0.02%
2,179
-18,475
117
$190K 0.02%
2,538
118
$170K 0.02%
500
119
$153K 0.02%
2,785
120
$145K 0.01%
2,000
121
$141K 0.01%
2,000
122
$109K 0.01%
1,500
-160,457
123
$105K 0.01%
753
+35
124
$94K 0.01%
617
-10
125
$91K 0.01%
1,175
3 4
5
6 7