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
$800M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.9M
3
+$15.3M
4
ABBV icon
AbbVie
ABBV
+$12.2M
5
PPC icon
Pilgrim's Pride
PPC
+$11.9M

Top Sells

1
+$15.7M
2
+$14M
3
+$13.7M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$13.6M
5
META icon
Meta Platforms (Facebook)
META
+$12.2M

Sector Composition

1 Healthcare 16.75%
2 Technology 15.26%
3 Financials 13.92%
4 Communication Services 12.2%
5 Industrials 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-94,802
202
– –
-2,200
203
– –
-69,933
204
– –
-1,031
205
– –
-11,711
206
– –
-1,000
207
– –
-156
208
– –
-36
209
– –
-19
210
– –
-10,792
211
– –
-1,000
212
– –
-52
213
– –
-385
214
– –
-7,404
215
– –
-82
216
– –
-88
217
– –
-1,442
218
– –
-775
219
– –
-14
220
– –
-800
221
– –
-1,631
222
– –
-26,055
223
– –
-59
224
– –
-1,000
225
– –
-133
6 7 8
9
10