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
$1.31B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$23.7M
3
+$17.1M
4
ZION icon
Zions Bancorporation
ZION
+$16.7M
5
TPR icon
Tapestry
TPR
+$16.4M

Top Sells

1
+$19.2M
2
+$18.3M
3
+$18.1M
4
MCD icon
McDonald's
MCD
+$17.6M
5
SBUX icon
Starbucks
SBUX
+$16.9M

Sector Composition

1 Healthcare 14.82%
2 Industrials 14.6%
3 Technology 14.14%
4 Consumer Discretionary 13.22%
5 Communication Services 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.53M 0.27%
43,520
-41,900
102
$3.36M 0.26%
+147,225
103
$3.1M 0.24%
+179,830
104
$2.99M 0.23%
65,246
-150,669
105
$2.24M 0.17%
23,233
-31,334
106
$2.19M 0.17%
65,520
-3,986
107
$845K 0.06%
21,740
108
$303K 0.02%
53,795
-715,613
109
$219K 0.02%
2,538
110
$110K 0.01%
745
111
$96K 0.01%
1,200
112
$91K 0.01%
1,425
113
$88K 0.01%
617
114
$83K 0.01%
619
115
$75K 0.01%
600
116
$73K 0.01%
1,462
-193,958
117
$68K 0.01%
407
118
$57K ﹤0.01%
1,800
119
$57K ﹤0.01%
612
-206,411
120
$56K ﹤0.01%
943
121
$52K ﹤0.01%
873
-3,169
122
$49K ﹤0.01%
545
123
$43K ﹤0.01%
2,763
124
$36K ﹤0.01%
327
-1,760
125
$35K ﹤0.01%
800
3 4
5
6 7