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
$587M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 58.14%
2 Consumer Staples 36.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$214M 36.5%
9,594,816
2
$191M 32.47%
1,619,968
3
$78.4M 13.35%
8,117,582
+700,000
4
$64.7M 11.02%
22,095,035
5
$31.5M 5.37%
817,029
6
$7.55M 1.29%
1,641,025
+1,000,000