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
$1.31B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$23.7M
3
+$17.1M
4
ZION icon
Zions Bancorporation
ZION
+$16.7M
5
TPR icon
Tapestry
TPR
+$16.4M

Top Sells

1
+$19.2M
2
+$18.3M
3
+$18.1M
4
MCD icon
McDonald's
MCD
+$17.6M
5
SBUX icon
Starbucks
SBUX
+$16.9M

Sector Composition

1 Healthcare 14.82%
2 Industrials 14.6%
3 Technology 14.14%
4 Consumer Discretionary 13.22%
5 Communication Services 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
223
152
$6K ﹤0.01%
100
153
$5K ﹤0.01%
74
154
$5K ﹤0.01%
30
155
$5K ﹤0.01%
45
156
$5K ﹤0.01%
82
157
$4K ﹤0.01%
102
158
$4K ﹤0.01%
75
159
$4K ﹤0.01%
38
160
$2K ﹤0.01%
12
161
$2K ﹤0.01%
30
162
$1K ﹤0.01%
14
163
$1K ﹤0.01%
10
164
$1K ﹤0.01%
34
165
$1K ﹤0.01%
17
166
$1K ﹤0.01%
9
-137,094
167
$1K ﹤0.01%
16
-270,268
168
$1K ﹤0.01%
18
169
$1K ﹤0.01%
4
-72,529
170
– –
-500
171
– –
-506
172
– –
-32,326
173
– –
-2,000
174
– –
-900
175
– –
-501
5 6
7
8 9