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
$1.2B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.1M
3
+$14.7M
4
PACK icon
Ranpak Holdings
PACK
+$11.9M
5
AX icon
Axos Financial
AX
+$11.1M

Top Sells

1
+$33.4M
2
+$21.1M
3
+$12.7M
4
NSIT icon
Insight Enterprises
NSIT
+$12.7M
5
HELE icon
Helen of Troy
HELE
+$11M

Sector Composition

1 Technology 25.36%
2 Healthcare 21.89%
3 Industrials 19.25%
4 Consumer Discretionary 15.36%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.09%
1,628
102
$885K 0.07%
+10,957
103
$859K 0.07%
5,917
-2
104
$796K 0.07%
5,328
105
$752K 0.06%
2,771
106
$747K 0.06%
+11,056
107
$647K 0.05%
4,770
-460
108
$636K 0.05%
+7,984
109
$626K 0.05%
5,718
110
$623K 0.05%
7,416
-18,185
111
$583K 0.05%
+2,855
112
$582K 0.05%
2,676
-60
113
$543K 0.05%
1,120
114
$515K 0.04%
+8,283
115
$459K 0.04%
1,619
116
$384K 0.03%
2,745
117
$363K 0.03%
4,228
118
$350K 0.03%
4,451
119
$333K 0.03%
+1,356
120
$332K 0.03%
5,318
-1,811
121
$310K 0.03%
+1,092
122
$299K 0.03%
764
123
$267K 0.02%
1,429
124
$261K 0.02%
+1,691
125
$245K 0.02%
1,952
2 3 4
5
6