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
$807M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.74M
3
+$9.66M
4
DIS icon
Walt Disney
DIS
+$8.68M
5
AMZN icon
Amazon
AMZN
+$8.3M

Top Sells

1
+$13.1M
2
+$9.25M
3
+$8.4M
4
URI icon
United Rentals
URI
+$7.62M
5
GILD icon
Gilead Sciences
GILD
+$4.99M

Sector Composition

1 Healthcare 21.88%
2 Consumer Discretionary 14.95%
3 Technology 13.5%
4 Financials 13.09%
5 Communication Services 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 4.97%
1,278,284
+217,884
2
$24.4M 3.02%
232,652
+40,246
3
$22.1M 2.74%
332,854
+60,287
4
$21.1M 2.62%
155,142
+37,581
5
$19.6M 2.43%
172,149
+76,067
6
$18.9M 2.34%
628,684
+110,934
7
$18.3M 2.27%
60,372
+22,391
8
$18.2M 2.25%
174,521
+31,763
9
$17.9M 2.22%
348,929
+49,482
10
$17.8M 2.2%
160,087
+41,910
11
$17.1M 2.12%
188,404
+33,673
12
$17M 2.11%
469,364
+85,096
13
$16.9M 2.09%
41,763
+7,288
14
$16.3M 2.02%
95,488
+36,994
15
$15.1M 1.87%
172,669
+31,573
16
$14.8M 1.84%
130,285
+42,693
17
$14.5M 1.8%
271,333
+81,353
18
$14.5M 1.8%
169,606
+159,037
19
$14.2M 1.76%
96,823
+66,526
20
$14M 1.73%
87,689
+18,310
21
$13.3M 1.65%
197,645
+33,143
22
$13.2M 1.63%
107,851
+25,192
23
$13.1M 1.62%
113,236
+20,519
24
$13.1M 1.62%
113,868
+19,482
25
$12.6M 1.56%
36,417
+6,763
1
2 3 4 5