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
$1.01B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.9M
3
+$19.2M
4
NVDA icon
NVIDIA
NVDA
+$18.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.8M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$14.9M
5
BFH icon
Bread Financial
BFH
+$13.7M

Sector Composition

1 Healthcare 21.22%
2 Communication Services 15.57%
3 Industrials 13.37%
4 Technology 12.38%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$88K 0.01%
1,092
127
$88K 0.01%
3,200
128
$87K 0.01%
1,425
-275
129
$86K 0.01%
1,200
130
$78K 0.01%
900
131
$71K 0.01%
946
132
$71K 0.01%
619
133
$69K 0.01%
1,359
134
$67K 0.01%
600
135
$64K 0.01%
3,809
136
$62K 0.01%
2,000
137
$61K 0.01%
407
138
$61K 0.01%
1,507
139
$56K 0.01%
1,000
140
$53K 0.01%
900
141
$51K 0.01%
1,800
142
$51K 0.01%
1,000
143
$48K ﹤0.01%
943
144
$46K ﹤0.01%
560
+60
145
$42K ﹤0.01%
655
+60
146
$39K ﹤0.01%
800
-385
147
$37K ﹤0.01%
2,763
148
$36K ﹤0.01%
227
149
$36K ﹤0.01%
+167
150
$36K ﹤0.01%
1,170
4 5
6
7 8