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
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