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
$427M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$147M
2 +$1.16M

Top Sells

1 +$189M

Sector Composition

1 Healthcare 61.68%
2 Consumer Staples 34.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$147M 31.08%
+1,630,968
2
$147M 30.98%
9,594,816
3
$73.2M 15.47%
6,887,095
4
$43.3M 9.15%
17,088,778
+458,434
5
$17.2M 3.63%
817,029
6
-2,046,660