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
$706M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.5M
3
+$11.1M
4
BA icon
Boeing
BA
+$10.1M
5
MHK icon
Mohawk Industries
MHK
+$9.93M

Top Sells

1
+$13.5M
2
+$13.1M
3
+$10.1M
4
FL
Foot Locker
FL
+$7.52M
5
VMI icon
Valmont Industries
VMI
+$6.99M

Sector Composition

1 Healthcare 15.55%
2 Financials 13.32%
3 Consumer Discretionary 13.06%
4 Industrials 12.12%
5 Technology 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55K 0.01%
1,507
152
$43K 0.01%
943
153
$42K 0.01%
900
154
$42K 0.01%
1,800
155
$42K 0.01%
1,000
156
$40K 0.01%
1,170
157
$39K 0.01%
600
158
$38K 0.01%
500
159
$33K ﹤0.01%
800
160
$28K ﹤0.01%
595
161
$26K ﹤0.01%
400
162
$22K ﹤0.01%
342
163
$20K ﹤0.01%
472
+24
164
$19K ﹤0.01%
759
165
$19K ﹤0.01%
223
-158,020
166
$18K ﹤0.01%
200
167
$18K ﹤0.01%
525
-219,396
168
$17K ﹤0.01%
200
169
$11K ﹤0.01%
+660
170
$4K ﹤0.01%
159
-220,012
171
$1K ﹤0.01%
+200
172
– –
-86,727
173
– –
-210
174
– –
-520
175
– –
-1,331
5 6
7
8 9