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
$847M
AUM Growth
-$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$12.8M
3 +$12.7M
4
HELE icon
Helen of Troy
HELE
+$11.4M
5
CCOI icon
Cogent Communications
CCOI
+$11.3M

Top Sells

1 +$16.4M
2 +$15.3M
3 +$15.3M
4
SEDG icon
SolarEdge
SEDG
+$11.7M
5
SMPL icon
Simply Good Foods
SMPL
+$10.6M

Sector Composition

1 Healthcare 23.17%
2 Technology 22.46%
3 Industrials 19.95%
4 Consumer Discretionary 8.28%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$25.4M 2.99%
331,795
-112,463
2
$24.5M 2.89%
421,741
-9,094
3
$21.7M 2.56%
301,998
+116,796
4
$20.5M 2.42%
145,855
-11,864
5
$20.2M 2.38%
209,237
-12,965
6
$19.7M 2.33%
248,956
+21,910
7
$18.7M 2.21%
93,333
-15,754
8
$18.7M 2.2%
+630,429
9
$18.6M 2.2%
199,943
-17,253
10
$17.5M 2.06%
164,292
-144,074
11
$16.8M 1.99%
263,645
-119,162
12
$15.5M 1.83%
236,986
-23,232
13
$15.4M 1.82%
704,534
+264,827
14
$15.3M 1.81%
265,347
-168,827
15
$15.3M 1.81%
192,391
-29,314
16
$15M 1.77%
1,340,086
-230,133
17
$14.6M 1.72%
104,060
-19,413
18
$14.3M 1.68%
531,092
+62,497
19
$13.9M 1.64%
194,389
-33,285
20
$13.7M 1.62%
496,778
-101,123
21
$13.7M 1.61%
81,665
-41,968
22
$13.1M 1.55%
290,618
-51,343
23
$12.8M 1.51%
+190,204
24
$12.7M 1.5%
+897,860
25
$12.7M 1.5%
80,326
-3,399