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
$668M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$15M
3
+$14.2M
4
AAPL icon
Apple
AAPL
+$11.4M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1
+$15.6M
2
+$15M
3
+$13.3M
4
LYB icon
LyondellBasell Industries
LYB
+$12.5M
5
WP
Worldpay, Inc.
WP
+$12.1M

Sector Composition

1 Healthcare 17.46%
2 Consumer Discretionary 16.54%
3 Financials 15.23%
4 Communication Services 12.14%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$72K 0.01%
3,735
-58,796
152
$70K 0.01%
2,000
153
$66K 0.01%
1,175
154
$63K 0.01%
900
155
$61K 0.01%
946
156
$61K 0.01%
1,200
-1,500
157
$61K 0.01%
1,507
158
$60K 0.01%
502
159
$46K 0.01%
900
160
$46K 0.01%
600
161
$45K 0.01%
943
162
$44K 0.01%
+1,406
163
$42K 0.01%
1,170
164
$41K 0.01%
500
165
$40K 0.01%
1,800
166
$40K 0.01%
1,000
167
$37K 0.01%
+2,784
168
$36K 0.01%
800
169
$31K ﹤0.01%
595
170
$28K ﹤0.01%
595
-2,554
171
$28K ﹤0.01%
400
172
$24K ﹤0.01%
342
173
$23K ﹤0.01%
200
174
$22K ﹤0.01%
472
175
$22K ﹤0.01%
223
4 5 6
7
8