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
$443M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M

Top Sells

1 +$35.4M
2 +$2.01M

Sector Composition

1 Healthcare 36.52%
2 Consumer Staples 25.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$146M 28.53%
2,251,660
-545,000
2
$129M 25.27%
6,887,095
3
$111M 21.67%
9,594,816
4
$32.3M 6.31%
12,169,900
+619,506
5
$23.9M 4.67%
817,029
6
-680,723