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
$933M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$35.6M
2
+$17.9M
3
+$15M
4
CTAS icon
Cintas
CTAS
+$13.7M
5
BA icon
Boeing
BA
+$13.4M

Top Sells

1
+$27.7M
2
+$14.8M
3
+$14.8M
4
CMG icon
Chipotle Mexican Grill
CMG
+$13.2M
5
HON icon
Honeywell
HON
+$7.93M

Sector Composition

1 Healthcare 21.38%
2 Communication Services 16.26%
3 Consumer Discretionary 16.18%
4 Industrials 13.63%
5 Financials 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K ﹤0.01%
1,170
152
$23K ﹤0.01%
300
-143
153
$22K ﹤0.01%
223
154
$21K ﹤0.01%
200
155
$20K ﹤0.01%
759
156
$19K ﹤0.01%
400
157
$17K ﹤0.01%
266
158
$16K ﹤0.01%
464
159
$15K ﹤0.01%
762
-240
160
$14K ﹤0.01%
67
161
$14K ﹤0.01%
299
162
$12K ﹤0.01%
132
163
$11K ﹤0.01%
300
-755,320
164
$10K ﹤0.01%
102
-80,840
165
$5K ﹤0.01%
+75
166
$5K ﹤0.01%
100
167
$4K ﹤0.01%
197
168
$2K ﹤0.01%
+50
169
$2K ﹤0.01%
+20
170
– –
-7,604
171
– –
-61,125
172
– –
-913,350
173
– –
-24,079
174
– –
-102,509
175
– –
-5,455
4 5 6
7
8