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
$706M
AUM Growth
+$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.5M
3
+$11.1M
4
BA icon
Boeing
BA
+$10.1M
5
MHK icon
Mohawk Industries
MHK
+$9.93M

Top Sells

1
+$13.5M
2
+$13.1M
3
+$10.1M
4
FL
Foot Locker
FL
+$7.52M
5
VMI icon
Valmont Industries
VMI
+$6.99M

Sector Composition

1 Healthcare 15.55%
2 Financials 13.32%
3 Consumer Discretionary 13.06%
4 Industrials 12.12%
5 Technology 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 2.98%
1,235,416
-1,064
2
$19.1M 2.7%
283,113
+17,722
3
$17.7M 2.51%
230,226
-856
4
$17.3M 2.45%
313,102
+26,717
5
$17.1M 2.42%
757,698
-2,588
6
$16.9M 2.4%
200,170
-574
7
$16.9M 2.39%
297,487
-19,306
8
$15.6M 2.21%
200,532
-626
9
$15.5M 2.2%
132,241
+85,748
10
$15.4M 2.18%
249,257
-788
11
$15.2M 2.16%
539,900
-77,602
12
$15.2M 2.16%
200,593
+21,356
13
$15M 2.12%
401,935
+94,288
14
$14.8M 2.09%
102,490
-349
15
$14.2M 2.02%
292,775
+9
16
$13.7M 1.94%
627,021
-1,928
17
$13.5M 1.91%
358,955
+296,411
18
$13.1M 1.85%
258,247
-1,345
19
$12.9M 1.83%
12,744
+8,392
20
$12.6M 1.79%
155,594
+51,534
21
$12.6M 1.79%
+269,078
22
$12.5M 1.77%
+170,210
23
$12.1M 1.72%
434,060
-1,616
24
$11.9M 1.68%
513,158
-1,591
25
$11.8M 1.67%
246,408
+123,476
1
2 3 4 5