RI
Redwood Investments Portfolio holdings
AUM
$267M
1-Year Return
11.99%
This Quarter Return
+1.8%
1 Year Return
+11.99%
3 Year Return
+74.07%
5 Year Return
+307.74%
10 Year Return
+986.68%
AUM
$1.01B
AUM Growth
+$72.8M
(+7.8%)
Cap. Flow
+$90.1M
Cap. Flow
% of AUM
8.97%
Top 10 Holdings %
Top 10 Hldgs %
25.7%
Holding
218
New
38
Increased
85
Reduced
20
Closed
31
Top Buys
| 1 |
Campbell Soup
CPB
|
$21.2M |
| 2 |
Waste Management
WM
|
$19.9M |
| 3 |
AT&T
T
|
$19.2M |
| 4 |
NVIDIA
NVDA
|
$18.8M |
| 5 |
Bristol-Myers Squibb
BMY
|
$18.8M |
Top Sells
| 1 |
Apple
AAPL
|
$35.3M |
| 2 |
Amazon
AMZN
|
$24.6M |
| 3 |
D.R. Horton
DHI
|
$17.9M |
| 4 |
AbbVie
ABBV
|
$14.9M |
| 5 |
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% |
