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
$293M
AUM Growth
-$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.9M
3
+$2.09M
4
NU icon
Nu Holdings
NU
+$2.01M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Top Sells

1
+$4.51M
2
+$3.88M
3
+$3.87M
4
SPT icon
Sprout Social
SPT
+$3.48M
5
LAD icon
Lithia Motors
LAD
+$3.33M

Sector Composition

1 Technology 31.41%
2 Healthcare 15.05%
3 Industrials 13.57%
4 Consumer Discretionary 11.82%
5 Financials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 6.32%
171,810
-35,790
2
$13.6M 4.63%
76,969
-4,632
3
$11M 3.74%
67,474
-2,870
4
$8.4M 2.86%
97,568
-37,824
5
$6.91M 2.35%
352,026
-48,412
6
$6.54M 2.23%
29,475
+8,388
7
$6.4M 2.18%
639,241
+201,126
8
$6.06M 2.06%
49,503
+10,993
9
$6M 2.04%
14,374
-2,121
10
$5.88M 2%
20,719
+4,709
11
$5.62M 1.91%
30,897
-8,206
12
$5.46M 1.86%
17,955
-919
13
$5.42M 1.85%
30,559
-962
14
$5.08M 1.73%
85,535
-2,642
15
$5.01M 1.71%
18,764
-897
16
$4.71M 1.61%
3,934
-435
17
$4.48M 1.53%
13,698
-89
18
$4.12M 1.41%
8,218
-122
19
$3.82M 1.3%
23,948
-896
20
$3.8M 1.3%
21,879
-123
21
$3.74M 1.27%
17,143
-5,160
22
$3.58M 1.22%
+55,138
23
$3.5M 1.19%
28,480
-3,794
24
$3.27M 1.11%
33,505
-10,508
25
$3.25M 1.11%
62,126
-17,799
1
2 3 4 5