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
$490M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$4.83M

Top Sells

1 +$1.09M

Sector Composition

1 Healthcare 60.08%
2 Consumer Staples 35.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$173M 35.35%
9,594,816
2
$160M 32.73%
1,619,968
-11,000
3
$67.6M 13.79%
7,417,582
+530,487
4
$66.5M 13.57%
22,095,035
+5,006,257
5
$22.4M 4.57%
817,029