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
$817M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$4.92M
2 +$2.11M

Top Sells

1 +$3.28M

Sector Composition

1 Healthcare 55.79%
2 Consumer Staples 31.28%
3 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$367M 44.97%
10,740,630
2
$255M 31.28%
9,358,616
3
$64.3M 7.87%
420,000
4
$44.2M 5.41%
33,728,991
+3,757,430
5
$41.4M 5.06%
760,062
6
$32M 3.92%
404,913
+26,666
7
$12.1M 1.49%
85,219
8
-5,292,156