BV

Boxwood Ventures Portfolio holdings

AUM $77.3M
1-Year Est. Return 16.05%
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.5M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.03M
3 +$5.29K

Top Sells

1 +$2M
2 +$1.97M
3 +$1.76M
4
SLAB icon
Silicon Laboratories
SLAB
+$1.75M
5
XOM icon
Exxon Mobil
XOM
+$1.29M

Sector Composition

1 Technology 26.07%
2 Healthcare 10.16%
3 Financials 7.59%
4 Communication Services 5.32%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-154,354
27
-12,424
28
-12,929
29
-11,671
30
-11,154