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
$720M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$6.3M
2 +$24.1K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 47.47%
2 Consumer Staples 37.71%
3 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$279M 38.8%
10,840,630
2
$272M 37.71%
9,358,616
3
$63.6M 8.82%
420,000
4
$43.2M 5.99%
760,062
5
$33.3M 4.63%
34,005,379
+24,553
6
$23.3M 3.24%
554,913
+150,000
7
$5.87M 0.82%
85,219