RI

Redwood Investments Portfolio holdings

AUM $267M
1-Year Est. Return 11.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.3M
3
+$13.4M
4
KDP icon
Keurig Dr Pepper
KDP
+$12.9M
5
TREE icon
LendingTree
TREE
+$12.8M

Top Sells

1
+$23.9M
2
+$18.9M
3
+$13.1M
4
HD icon
Home Depot
HD
+$11.7M
5
SITE icon
SiteOne Landscape Supply
SITE
+$10.8M

Sector Composition

1 Technology 24.44%
2 Healthcare 20.21%
3 Industrials 14.55%
4 Financials 11.44%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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132
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-1,015
133
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-5,836
134
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135
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136
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-72,916
137
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-188,143
138
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139
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-195,305
140
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-33,030
141
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-2,965
142
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-114,538
143
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-5,776
144
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145
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-351,761
146
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-160,186
147
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-185,390
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