BV

Boxwood Ventures Portfolio holdings

AUM $89.8M
1-Year Est. Return 25.84%
This Quarter Est. Return
1 Year Est. Return
+25.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.3M
AUM Growth
+$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$896K
3
+$561K
4
SNDR icon
Schneider National
SNDR
+$420K
5
EHAB icon
Enhabit
EHAB
+$298K

Top Sells

1
+$743K
2
+$313K
3
+$258K
4
VTRS icon
Viatris
VTRS
+$214K
5
CNO icon
CNO Financial Group
CNO
+$206K

Sector Composition

1 Technology 31.01%
2 Communication Services 9.52%
3 Healthcare 8.79%
4 Consumer Staples 8.23%
5 Financials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,233
27
– –
-20,480
28
– –
-11,154
29
– –
-13,560
1
2