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

Top Buys

1
+$19.6M
2
+$18.6M
3
+$18.5M
4
T icon
AT&T
T
+$18M
5
ROST icon
Ross Stores
ROST
+$17.7M

Top Sells

1
+$32.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$13.9M
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
176
$3K ﹤0.01%
+40
177
$2K ﹤0.01%
15
-82,657
178
$2K ﹤0.01%
+45
179
– –
-728,480
180
– –
-257,947
181
– –
-61,955
182
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-650
183
– –
-559,982
184
– –
-62,057
185
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-128,523
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-75
187
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-100,723
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-50
189
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-204
190
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-7,724
191
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-12,485
192
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-100,681
193
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-7,616
194
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-170,112
195
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-269,723
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-762
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199
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200
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-22,620
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