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
$668M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$15M
3 +$14.2M
4
AAPL icon
Apple
AAPL
+$11.4M
5
KEY icon
KeyCorp
KEY
+$10.3M

Top Sells

1 +$15.6M
2 +$15M
3 +$13.3M
4
LYB icon
LyondellBasell Industries
LYB
+$12.5M
5
WP
Worldpay, Inc.
WP
+$12.1M

Sector Composition

1 Healthcare 17.46%
2 Consumer Discretionary 16.54%
3 Financials 15.23%
4 Communication Services 12.14%
5 Industrials 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.2M 5.42%
1,806,700
+571,284
2
$18.8M 2.81%
252,810
-30,303
3
$17.6M 2.64%
276,321
-36,781
4
$17.6M 2.64%
245,785
-51,702
5
$17.6M 2.63%
676,384
-81,314
6
$17.2M 2.57%
203,240
-26,986
7
$16.1M 2.41%
117,839
-14,402
8
$16.1M 2.4%
575,027
-51,994
9
$15.4M 2.3%
218,823
-30,434
10
$15.3M 2.29%
479,210
-60,690
11
$15.1M 2.26%
+913,282
12
$15M 2.25%
182,757
-17,836
13
$15M 2.25%
+384,709
14
$15M 2.25%
89,418
-13,072
15
$14.4M 2.16%
258,049
-198
16
$14.2M 2.12%
+50,652
17
$13.8M 2.07%
182,489
+105,135
18
$13.2M 1.97%
60,766
+4,042
19
$13M 1.95%
155,440
-44,730
20
$12.9M 1.94%
253,210
-39,565
21
$12.1M 1.81%
980,452
+44,220
22
$11.8M 1.77%
79,509
+3,256
23
$11.8M 1.76%
294,820
-64,135
24
$10.7M 1.6%
157,194
+4,600
25
$10.5M 1.58%
458,404
+221,185