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
$1.01B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.9M
3
+$19.2M
4
NVDA icon
NVIDIA
NVDA
+$18.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.8M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$14.9M
5
BFH icon
Bread Financial
BFH
+$13.7M

Sector Composition

1 Healthcare 21.22%
2 Communication Services 15.57%
3 Industrials 13.37%
4 Technology 12.38%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K ﹤0.01%
447
+147
152
$33K ﹤0.01%
370
+45
153
$32K ﹤0.01%
922
154
$25K ﹤0.01%
460
+60
155
$21K ﹤0.01%
+303
156
$19K ﹤0.01%
200
157
$19K ﹤0.01%
229
-146,020
158
$17K ﹤0.01%
266
159
$16K ﹤0.01%
299
160
$16K ﹤0.01%
223
161
$13K ﹤0.01%
464
162
$13K ﹤0.01%
+207
163
$12K ﹤0.01%
132
164
$12K ﹤0.01%
+150
165
$11K ﹤0.01%
300
166
$11K ﹤0.01%
102
167
$6K ﹤0.01%
100
-249,086
168
$6K ﹤0.01%
+140
169
$6K ﹤0.01%
+41
170
$6K ﹤0.01%
+60
171
$6K ﹤0.01%
+110
172
$5K ﹤0.01%
+50
173
$5K ﹤0.01%
+210
174
$5K ﹤0.01%
100
175
$4K ﹤0.01%
+223
5 6
7
8 9