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Redwood Investments, LLC 13F Filings, Portfolio & Analysis

CIK: 0001384058
Boston One Gateway Center, Suite 802
Zip Code: 02458
Latest Portfolio Value
$266.95 M
-28.48%
Total Holdings
95
-17
Latest Report Date
Q1 2025
Top 10 Concentration
32.83%

Redwood Investments, LLC — Portfolio Overview & Company Profile

Redwood Investments, LLC (CIK: 0001384058) is a financial institution headquartered at One Gateway Center, Suite 802, , Boston, Massachusetts 02458. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-03-31), the institution manages a portfolio valued at $266.95 M, comprising 95 distinct securities. Over its filing history, it has submitted 50 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2025 — Top-10 concentration: 32.8%. Quarterly turnover: 7.5%. ▲ 7 new, +25 added, −56 reduced, ×24 exited.

Portfolio Summary (Q1 2025)

Top Buys

Q1 2025

Top Sells

Q1 2025

Asset Allocation

Stocks/ETFs
-28.48%
$266.95 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2025)

Name Shares Market Value Weight Change Activity
144,956 $15.71 M 5.89% ▼ 15,867 Reduce -9.9%
69,832 $13.29 M 4.98% ▼ 1,085 Reduce -1.5%
58,500 $9.05 M 3.39% ▼ 19,167 Reduce -24.7%
70,082 $7.78 M 2.91% ▲ 25,967 Add 58.9%
244,812 $7.72 M 2.89%
29,870 $7.33 M 2.74% ▲ 118 Add 0.4%
12,022 $7.09 M 2.66% ▲ 1,539 Add 14.7%
22,087 $6.89 M 2.58% ▲ 1,287 Add 6.2%
18,321 $6.82 M 2.55% ▼ 112 Reduce -0.6%
3,065 $5.98 M 2.24%

Historical Portfolio Charts