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

Top Buys

1
+$17.4M
2
+$16.7M
3
+$16.2M
4
PPC icon
Pilgrim's Pride
PPC
+$13.7M
5
ABBV icon
AbbVie
ABBV
+$13.1M

Top Sells

1
+$15.4M
2
+$13.9M
3
+$13.4M
4
META icon
Meta Platforms (Facebook)
META
+$13.4M
5
TJX icon
TJX Companies
TJX
+$12.9M

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
1
$46.2M 5.78%
1,989,980
+125,292
2
$24.2M 3.03%
838,536
-102,257
3
$23.7M 2.96%
202,494
+43,092
4
$22.4M 2.8%
458,047
+340,799
5
$21.9M 2.74%
254,692
+15,208
6
$20.4M 2.55%
257,088
-39,584
7
$20.1M 2.51%
747,760
+50,174
8
$19.1M 2.39%
253,937
-129
9
$17.9M 2.23%
140,472
+8,300
10
$17.6M 2.2%
283,777
+18,794
11
$17.4M 2.17%
+128,641
12
$17M 2.13%
152,886
+19,119
13
$17M 2.13%
165,112
+9,648
14
$16.7M 2.09%
52,404
+3,582
15
$16.6M 2.08%
304,747
+53,633
16
$16.6M 2.07%
142,631
+41,257
17
$16.3M 2.04%
201,108
+11,395
18
$16.2M 2.03%
+195,921
19
$15.7M 1.97%
13,074
+768
20
$15.4M 1.93%
216,789
+14,343
21
$15M 1.87%
417,737
+27,867
22
$14.5M 1.81%
45,845
-6,288
23
$13.7M 1.71%
+499,366
24
$13.3M 1.66%
213,490
-70,011
25
$13.1M 1.64%
+231,905
1
2 3 4 5