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
$992M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.8M
3
+$10.5M
4
ALL icon
Allstate
ALL
+$10.3M
5
UNP icon
Union Pacific
UNP
+$8.39M

Top Sells

1
+$15.5M
2
+$13.5M
3
+$12.3M
4
ALLY icon
Ally Financial
ALLY
+$10.6M
5
HAL icon
Halliburton
HAL
+$10.4M

Sector Composition

1 Technology 20.21%
2 Consumer Discretionary 16.46%
3 Healthcare 15.88%
4 Financials 11.33%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.13M 0.21%
23,560
-2,153
102
$2.02M 0.2%
21,971
-53,245
103
$1.94M 0.2%
48,638
-1,446
104
$1.82M 0.18%
20,487
-819
105
$1.44M 0.15%
17,128
+15,703
106
$1.42M 0.14%
14,831
-1,078
107
$1.34M 0.14%
19,259
-63
108
$1.29M 0.13%
+11,538
109
$1.17M 0.12%
7,227
-543
110
$1.17M 0.12%
+13,548
111
$791K 0.08%
17,400
-280
112
$288K 0.03%
1,360
113
$234K 0.02%
2,318
+451
114
$212K 0.02%
2,391
115
$189K 0.02%
11,450
+2,213
116
$162K 0.02%
2,872
117
$66K 0.01%
+1,388
118
$47K ﹤0.01%
545
119
$44K ﹤0.01%
800
120
$42K ﹤0.01%
500
121
$38K ﹤0.01%
225
-91,782
122
$38K ﹤0.01%
273
-346
123
$38K ﹤0.01%
614
-848
124
$36K ﹤0.01%
352
125
$36K ﹤0.01%
484
3 4
5
6 7