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
$867M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 51.27%
2 Consumer Staples 34.29%
3 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$381M 43.96%
10,840,630
2
$297M 34.29%
9,358,616
3
$69.6M 8.02%
420,000
4
$55.7M 6.42%
760,062
5
$30.3M 3.49%
34,005,379
6
$27.6M 3.18%
613,737
+58,824
7
$5.46M 0.63%
85,219