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
$383M
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$3.6M
3
+$3.48M
4
NU icon
Nu Holdings
NU
+$3.02M
5
TSM icon
TSMC
TSM
+$2.9M

Top Sells

1
+$15.9M
2
+$15.8M
3
+$15.7M
4
WK icon
Workiva
WK
+$15.1M
5
NTNX icon
Nutanix
NTNX
+$14.4M

Sector Composition

1 Technology 34.34%
2 Industrials 14.02%
3 Consumer Discretionary 13.89%
4 Healthcare 12.16%
5 Financials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 3.77%
138,914
+27,852
2
$12.7M 3.31%
83,325
-1,272
3
$12.2M 3.19%
246,300
+174,120
4
$10.1M 2.64%
72,417
-19,100
5
$9.21M 2.41%
386,334
+77,138
6
$7.97M 2.08%
41,374
-2,681
7
$7.52M 1.96%
14,289
-1,061
8
$7.29M 1.9%
21,766
-20,831
9
$7.1M 1.85%
20,227
+1,542
10
$6.68M 1.74%
17,752
-1,863
11
$6.61M 1.73%
4,204
+2,289
12
$6.24M 1.63%
491,647
+222,295
13
$5.55M 1.45%
32,116
-82,155
14
$5.54M 1.45%
116,107
-302,062
15
$5.45M 1.42%
32,030
+2,622
16
$5.35M 1.4%
20,337
+3,502
17
$5.34M 1.39%
47,597
-119,901
18
$5.09M 1.33%
8,870
-653
19
$5.06M 1.32%
7,662
-3,021
20
$4.63M 1.21%
113,154
-303,485
21
$4.62M 1.21%
125,700
-220,687
22
$4.61M 1.2%
23,793
-61,786
23
$4.57M 1.19%
22,201
-58,784
24
$4.45M 1.16%
50,610
-179,696
25
$4.32M 1.13%
13,787
-125
1
2 3 4 5