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
$807M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.74M
3
+$9.66M
4
DIS icon
Walt Disney
DIS
+$8.68M
5
AMZN icon
Amazon
AMZN
+$8.3M

Top Sells

1
+$13.1M
2
+$9.25M
3
+$8.4M
4
URI icon
United Rentals
URI
+$7.62M
5
GILD icon
Gilead Sciences
GILD
+$4.99M

Sector Composition

1 Healthcare 21.88%
2 Consumer Discretionary 14.95%
3 Technology 13.5%
4 Financials 13.09%
5 Communication Services 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$46K 0.01%
1,000
152
$45K 0.01%
715
-146,928
153
$39K ﹤0.01%
500
154
$38K ﹤0.01%
204
155
$38K ﹤0.01%
1,170
156
$38K ﹤0.01%
1,224
157
$37K ﹤0.01%
417
-85,927
158
$34K ﹤0.01%
595
159
$33K ﹤0.01%
278
-42,057
160
$30K ﹤0.01%
26
161
$25K ﹤0.01%
200
162
$25K ﹤0.01%
364
-56,545
163
$24K ﹤0.01%
300
164
$22K ﹤0.01%
400
165
$22K ﹤0.01%
223
166
$21K ﹤0.01%
314
167
$20K ﹤0.01%
759
168
$19K ﹤0.01%
1,002
-26,773
169
$18K ﹤0.01%
266
170
$17K ﹤0.01%
464
171
$16K ﹤0.01%
67
172
$15K ﹤0.01%
560
-2
173
$14K ﹤0.01%
299
174
$13K ﹤0.01%
698
-240,124
175
$12K ﹤0.01%
132
4 5 6
7
8