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
$807M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.74M
3
+$9.66M
4
DIS icon
Walt Disney
DIS
+$8.68M
5
AMZN icon
Amazon
AMZN
+$8.3M

Top Sells

1
+$13.1M
2
+$9.25M
3
+$8.4M
4
URI icon
United Rentals
URI
+$7.62M
5
GILD icon
Gilead Sciences
GILD
+$4.99M

Sector Composition

1 Healthcare 21.88%
2 Consumer Discretionary 14.95%
3 Technology 13.5%
4 Financials 13.09%
5 Communication Services 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K ﹤0.01%
79
177
$10K ﹤0.01%
197
178
$5K ﹤0.01%
100
179
– –
-60,996
180
– –
-31,502
181
– –
-30,897
182
– –
-2,189
183
– –
-25,284
184
– –
-21,991
185
– –
-20,542
186
– –
-8,889
187
– –
-21,668
188
– –
-65,267
189
– –
-91,747
190
– –
-57,915
191
– –
-28,299
192
– –
-10,880
193
– –
-77,056
4 5 6 7
8