RI

Redwood Investments Portfolio holdings

AUM $267M
1-Year Est. Return 11.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$9.85M
4
MHK icon
Mohawk Industries
MHK
+$9.3M
5
BA icon
Boeing
BA
+$9.24M

Top Sells

1
+$13.1M
2
+$13.1M
3
+$10.1M
4
FL
Foot Locker
FL
+$7.61M
5
JPM icon
JPMorgan Chase
JPM
+$7.16M

Sector Composition

1 Healthcare 15.55%
2 Financials 13.32%
3 Consumer Discretionary 13.06%
4 Industrials 12.12%
5 Technology 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,331
177
– –
-12,352
178
– –
-84
179
– –
-57,367
180
– –
-1,000
181
– –
-476,315
182
– –
-115,666
183
– –
-520
184
– –
-40,135
185
– –
-5,763
186
– –
-6,654
187
– –
-43,425
188
– –
-238
189
– –
-142
190
– –
-19,211
191
– –
-106
192
– –
-259
193
– –
-59,556
194
– –
-21,717
195
– –
-27,788
196
– –
-2,388
197
– –
-3,536
198
– –
-132,182
199
– –
-7,574
200
– –
-66,837
5 6 7
8
9