BC

Broadwood Capital Portfolio holdings

AUM $1.53B
1-Year Est. Return 36.91%
This Quarter Est. Return
1 Year Est. Return
+36.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$7.86M
2 +$1.08M

Top Sells

1 +$27.2M
2 +$678K

Sector Composition

1 Healthcare 33.78%
2 Consumer Staples 25.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$152M 30.62%
2,796,660
-500,000
2
$112M 22.42%
6,887,095
+485,456
3
$108M 21.79%
9,594,816
-60,000
4
$33.6M 6.75%
11,550,394
+371,755
5
$21.8M 4.38%
817,029
6
$2.01M 0.4%
680,723