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
$1.39B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 55.42%
2 Consumer Staples 26.82%
3 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$687M 49.5%
8,592,007
2
$372M 26.82%
9,312,976
3
$142M 10.21%
690,000
4
$105M 7.55%
760,062
5
$53.8M 3.88%
34,935,485
+930,106
6
$25.9M 1.86%
867,497
7
$2.56M 0.18%
85,219