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
$1.33B
AUM Growth
-$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$5.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 51.82%
2 Consumer Staples 32.54%
3 Industrials 5.34%
4 Technology 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$609M 45.94%
8,592,007
2
$432M 32.54%
9,312,976
3
$117M 8.81%
690,000
4
$70.8M 5.34%
760,062
5
$55.2M 4.16%
34,935,485
6
$21M 1.58%
1,167,685
+300,188
7
$19.8M 1.49%
+3,977,701
8
$1.73M 0.13%
85,219