RI
Redwood Investments Portfolio holdings
AUM
$267M
1-Year Return
11.99%
This Quarter Return
+7.1%
1 Year Return
+11.99%
3 Year Return
+74.07%
5 Year Return
+307.74%
10 Year Return
+986.68%
AUM
$624M
AUM Growth
-$38.8M
(-5.9%)
Cap. Flow
-$68.7M
Cap. Flow
% of AUM
-11.01%
Top 10 Holdings %
Top 10 Hldgs %
27.39%
Holding
202
New
19
Increased
58
Reduced
47
Closed
26
Top Buys
| 1 |
C.H. Robinson
CHRW
|
$10.8M |
| 2 |
Jones Lang LaSalle
JLL
|
$9.97M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
$9.15M |
| 4 |
Starbucks
SBUX
|
$9M |
| 5 |
General Dynamics
GD
|
$8.04M |
Top Sells
| 1 |
Microsoft
MSFT
|
$13.8M |
| 2 |
Apple
AAPL
|
$11.1M |
| 3 |
DFS
Discover Financial Services
DFS
|
$10.5M |
| 4 |
Gilead Sciences
GILD
|
$8.76M |
| 5 |
CVS Health
CVS
|
$7.35M |
Sector Composition
| 1 | Healthcare | 20.65% |
| 2 | Technology | 15.22% |
| 3 | Consumer Discretionary | 14.74% |
| 4 | Industrials | 14.2% |
| 5 | Financials | 11.64% |
