2L
22NW LP Portfolio holdings
AUM
$159M
This Quarter Return
+26.89%
1 Year Return
+22.55%
3 Year Return
+189.31%
5 Year Return
+436.21%
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+4.7%)
Cap. Flow
-$17.3M
Cap. Flow
% of AUM
-9.35%
Top 10 Holdings %
Top 10 Hldgs %
74.5%
Holding
20
New
–
Increased
1
Reduced
1
Closed
1
Top Buys
| 1 |
DRTT
DIRTT Environmental Solutions Ltd. Common Shares
DRTT
|
$828K |
Top Sells
| 1 |
Agilysys
AGYS
|
$15.7M |
| 2 |
MACK
Merrimack Pharmaceuticals, Inc.
MACK
|
$2.47M |
Sector Composition
| 1 | Industrials | 27.99% |
| 2 | Healthcare | 20.64% |
| 3 | Materials | 19.53% |
| 4 | Consumer Discretionary | 15.23% |
| 5 | Technology | 9.76% |
