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
$604M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$4.08M
3 +$454K

Top Sells

1 +$164K

Sector Composition

1 Healthcare 45.79%
2 Consumer Staples 43.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$265M 43.9%
9,594,816
2
$135M 22.38%
10,855,179
3
$77.5M 12.83%
31,180,187
+182,880
4
$62.2M 10.31%
420,000
5
$27.2M 4.5%
179,834
+27,000
6
$24.1M 3.99%
644,822
+322,411
7
$12.6M 2.08%
3,699,848
8
-328,205