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
$1.27B
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$22.5M
3
+$21.6M
4
EWCZ icon
European Wax Center
EWCZ
+$11.7M
5
ASTE icon
Astec Industries
ASTE
+$11.4M

Top Sells

1
+$24.4M
2
+$13.5M
3
+$11.8M
4
TTEK icon
Tetra Tech
TTEK
+$10.4M
5
CALX icon
Calix
CALX
+$10.4M

Sector Composition

1 Technology 25.58%
2 Healthcare 21.77%
3 Industrials 19.27%
4 Consumer Discretionary 15.1%
5 Financials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.7M 3.37%
534,115
-129,675
2
$41.2M 3.25%
270,576
-2,408
3
$35.4M 2.79%
122,102
-84,151
4
$33M 2.6%
151,413
-1,615
5
$32.9M 2.6%
325,128
-4,196
6
$32.9M 2.59%
236,294
-2,543
7
$31.2M 2.46%
451,062
+164,408
8
$29.3M 2.31%
162,201
-1,905
9
$28.1M 2.21%
164,927
-1,700
10
$28M 2.21%
427,647
-5,976
11
$27.6M 2.18%
412,335
+651
12
$27M 2.13%
220,375
+68,086
13
$24.3M 1.92%
186,430
-31,133
14
$23.6M 1.86%
156,693
-2,306
15
$23.6M 1.86%
246,435
+45,793
16
$23.3M 1.84%
314,159
-3,931
17
$23.3M 1.84%
416,281
-4,504
18
$22.6M 1.78%
+130,963
19
$22.5M 1.78%
+772,273
20
$22.4M 1.77%
76,591
+73,736
21
$21.7M 1.72%
919,062
+132,383
22
$20.2M 1.6%
342,216
-3,629
23
$20M 1.58%
224,563
-2,171
24
$17.7M 1.39%
601,365
-7,783
25
$17.3M 1.36%
263,461
-1,630
1
2 3 4 5