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
$1.31B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$23.7M
3
+$17.1M
4
ZION icon
Zions Bancorporation
ZION
+$16.7M
5
TPR icon
Tapestry
TPR
+$16.4M

Top Sells

1
+$19.2M
2
+$18.3M
3
+$18.1M
4
MCD icon
McDonald's
MCD
+$17.6M
5
SBUX icon
Starbucks
SBUX
+$16.9M

Sector Composition

1 Healthcare 14.82%
2 Industrials 14.6%
3 Technology 14.14%
4 Consumer Discretionary 13.22%
5 Communication Services 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34K ﹤0.01%
227
127
$34K ﹤0.01%
484
-154
128
$31K ﹤0.01%
352
129
$31K ﹤0.01%
500
-1,500
130
$28K ﹤0.01%
235
-153,992
131
$25K ﹤0.01%
312
-780
132
$24K ﹤0.01%
444
133
$20K ﹤0.01%
200
134
$20K ﹤0.01%
234
-2,827
135
$18K ﹤0.01%
247
-50,518
136
$18K ﹤0.01%
266
137
$17K ﹤0.01%
809
-3,000
138
$16K ﹤0.01%
+100
139
$16K ﹤0.01%
299
140
$16K ﹤0.01%
223
141
$15K ﹤0.01%
132
-155,132
142
$14K ﹤0.01%
119
-3,000
143
$13K ﹤0.01%
464
144
$13K ﹤0.01%
132
145
$12K ﹤0.01%
301
146
$11K ﹤0.01%
83
147
$11K ﹤0.01%
+339
148
$11K ﹤0.01%
102
149
$11K ﹤0.01%
111
150
$10K ﹤0.01%
154
4 5
6
7 8