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
$1.01B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$19.9M
3
+$19.2M
4
NVDA icon
NVIDIA
NVDA
+$18.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.8M

Top Sells

1
+$35.3M
2
+$24.6M
3
+$17.9M
4
ABBV icon
AbbVie
ABBV
+$14.9M
5
BFH icon
Bread Financial
BFH
+$13.7M

Sector Composition

1 Healthcare 21.22%
2 Communication Services 15.57%
3 Industrials 13.37%
4 Technology 12.38%
5 Consumer Discretionary 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.5M 3.53%
929,460
+14,720
2
$31.5M 3.13%
275,932
+2,946
3
$30.4M 3.03%
293,216
+2,740
4
$27M 2.69%
202,444
+1,865
5
$26.4M 2.63%
186,398
+23,441
6
$24.1M 2.4%
790,732
+5,108
7
$22.3M 2.21%
172,699
+1,373
8
$21.2M 2.11%
+332,777
9
$20M 1.99%
147,234
+8,348
10
$19.9M 1.98%
+336,801
11
$19.7M 1.96%
197,989
+2,137
12
$19.3M 1.92%
505,679
+194,248
13
$19.2M 1.91%
648,895
+648,136
14
$19.1M 1.9%
188,848
+423
15
$18.9M 1.88%
230,758
+2,111
16
$18.8M 1.87%
+21,145,240
17
$18.8M 1.87%
+293,683
18
$18.7M 1.86%
149,172
+15,883
19
$18.7M 1.86%
69,724
+556
20
$18.5M 1.84%
+1,200,370
21
$18.5M 1.84%
+295,833
22
$18.5M 1.84%
+318,887
23
$18.3M 1.82%
234,863
+61,269
24
$17.4M 1.73%
266,900
+22,988
25
$16.3M 1.62%
197,682
-1,584
1
2 3 4 5