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
$624M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.97M
3
+$9.15M
4
SBUX icon
Starbucks
SBUX
+$9M
5
GD icon
General Dynamics
GD
+$8.04M

Top Sells

1
+$13.8M
2
+$11.1M
3
+$10.5M
4
GILD icon
Gilead Sciences
GILD
+$8.76M
5
CVS icon
CVS Health
CVS
+$7.35M

Sector Composition

1 Healthcare 20.65%
2 Technology 15.22%
3 Consumer Discretionary 14.74%
4 Industrials 14.2%
5 Financials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
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