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
$624M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.97M
3
+$9.15M
4
SBUX icon
Starbucks
SBUX
+$9M
5
GD icon
General Dynamics
GD
+$8.04M

Top Sells

1
+$13.8M
2
+$11.1M
3
+$10.5M
4
GILD icon
Gilead Sciences
GILD
+$8.76M
5
CVS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$50K 0.01%
1,800
152
$43K 0.01%
2,763
153
$42K 0.01%
1,170
154
$41K 0.01%
500
155
$40K 0.01%
+1,224
156
$34K 0.01%
595
157
$34K 0.01%
204
158
$30K ﹤0.01%
26
-4,717
159
$26K ﹤0.01%
300
160
$26K ﹤0.01%
200
161
$23K ﹤0.01%
400
162
$22K ﹤0.01%
314
+186
163
$22K ﹤0.01%
223
164
$19K ﹤0.01%
759
165
$18K ﹤0.01%
464
166
$17K ﹤0.01%
266
167
$16K ﹤0.01%
562
168
$16K ﹤0.01%
67
169
$15K ﹤0.01%
299
-9,957
170
$13K ﹤0.01%
132
171
$12K ﹤0.01%
79
172
$8K ﹤0.01%
134
173
$8K ﹤0.01%
197
174
$5K ﹤0.01%
100
175
– –
-75,903
4 5 6
7
8