BC

Broadwood Capital Portfolio holdings

AUM $1.65B
1-Year Est. Return 49.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.03%
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
+$128M
2
+$1.1M

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 34.41%
+1,630,968
2
$147M 34.31%
9,594,816
3
$73.2M 17.13%
6,887,095
4
$43.3M 10.14%
17,088,778
+458,434
5
$17.2M 4.02%
817,029
6
– –
-2,046,660