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
$807M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.74M
3
+$9.66M
4
DIS icon
Walt Disney
DIS
+$8.68M
5
AMZN icon
Amazon
AMZN
+$8.3M

Top Sells

1
+$13.1M
2
+$9.25M
3
+$8.4M
4
URI icon
United Rentals
URI
+$7.62M
5
GILD icon
Gilead Sciences
GILD
+$4.99M

Sector Composition

1 Healthcare 21.88%
2 Consumer Discretionary 14.95%
3 Technology 13.5%
4 Financials 13.09%
5 Communication Services 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$109K 0.01%
2,000
127
$100K 0.01%
1,200
128
$96K 0.01%
900
129
$93K 0.01%
718
130
$80K 0.01%
846
131
$79K 0.01%
3,809
132
$79K 0.01%
617
133
$78K 0.01%
1,359
134
$78K 0.01%
1,018
-170,690
135
$77K 0.01%
1,092
136
$75K 0.01%
1,175
137
$72K 0.01%
2,000
138
$70K 0.01%
600
139
$65K 0.01%
1,507
140
$63K 0.01%
946
141
$63K 0.01%
1,000
142
$62K 0.01%
407
143
$62K 0.01%
1,110
144
$60K 0.01%
619
145
$58K 0.01%
900
146
$56K 0.01%
52
-379
147
$55K 0.01%
1,197
148
$51K 0.01%
943
149
$49K 0.01%
1,800
150
$47K 0.01%
2,763
4 5
6
7 8