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
$856M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$79M
2 +$3.41M

Top Sells

1 +$1.33M
2 +$1.28M

Sector Composition

1 Healthcare 48.25%
2 Consumer Staples 30.62%
3 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$348M 40.72%
10,799,410
-41,220
2
$262M 30.62%
9,312,976
-45,640
3
$127M 14.85%
1,110,000
+690,000
4
$53.8M 6.29%
760,062
5
$33.5M 3.91%
683,310
+69,573
6
$28.2M 3.29%
34,005,379
7
$2.79M 0.33%
85,219