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
$584M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$7.75M

Top Sells

1 +$10.3M

Sector Composition

1 Healthcare 42.88%
2 Consumer Staples 40.17%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$235M 40.17%
9,594,816
2
$102M 17.46%
10,855,179
3
$97.1M 16.61%
28,457,308
4
$52.2M 8.93%
420,000
5
$46.7M 7.99%
916,975
6
$22.5M 3.85%
322,411
7
$15.7M 2.68%
3,699,848
8
$13.3M 2.27%
131,584
+76,923
9
$171K 0.03%
328,205
10
-737,911