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
$1.11B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.8M
3
+$13.7M
4
BSX icon
Boston Scientific
BSX
+$12.4M
5
CFG icon
Citizens Financial Group
CFG
+$10.7M

Top Sells

1
+$21.8M
2
+$21.4M
3
+$17.2M
4
T icon
AT&T
T
+$16.2M
5
LH icon
Labcorp
LH
+$15.4M

Sector Composition

1 Technology 15.78%
2 Consumer Discretionary 15.36%
3 Industrials 13.02%
4 Healthcare 12.63%
5 Financials 12.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
18
177
$1K ﹤0.01%
9
-226
178
$0 ﹤0.01%
+3
179
– –
-78,098
180
– –
-53,795
181
– –
-182,795
182
– –
-247
183
– –
-369,340
184
– –
-187,899
185
– –
-185,916
186
– –
-201,467
187
– –
-155,348
188
– –
-84,601
4 5 6 7
8