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
$624M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.97M
3
+$9.15M
4
SBUX icon
Starbucks
SBUX
+$9M
5
GD icon
General Dynamics
GD
+$8.04M

Top Sells

1
+$13.8M
2
+$11.1M
3
+$10.5M
4
GILD icon
Gilead Sciences
GILD
+$8.76M
5
CVS icon
CVS Health
CVS
+$7.35M

Sector Composition

1 Healthcare 20.65%
2 Technology 15.22%
3 Consumer Discretionary 14.74%
4 Industrials 14.2%
5 Financials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$139K 0.02%
2,000
127
$133K 0.02%
1,700
128
$128K 0.02%
3,200
129
$113K 0.02%
2,000
130
$102K 0.02%
900
131
$99K 0.02%
718
132
$87K 0.01%
1,200
133
$84K 0.01%
1,092
134
$81K 0.01%
1,175
135
$77K 0.01%
1,359
-184,857
136
$73K 0.01%
617
137
$72K 0.01%
3,809
138
$71K 0.01%
600
139
$69K 0.01%
1,000
140
$67K 0.01%
946
141
$67K 0.01%
2,000
142
$66K 0.01%
1,507
143
$65K 0.01%
407
144
$65K 0.01%
846
145
$60K 0.01%
1,110
146
$59K 0.01%
1,197
147
$58K 0.01%
619
148
$57K 0.01%
900
149
$56K 0.01%
1,000
150
$52K 0.01%
943
4 5
6
7 8