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
$477M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$11M

Top Sells

1 +$19M

Sector Composition

1 Healthcare 32.85%
2 Consumer Staples 23.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$189M 34.55%
2,046,660
-205,000
2
$116M 21.12%
6,887,095
3
$114M 20.73%
9,594,816
4
$40.9M 7.47%
16,630,344
+4,460,444
5
$17.4M 3.17%
817,029