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
$1.2B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M

Top Sells

1 +$39.2M

Sector Composition

1 Healthcare 39.84%
2 Consumer Staples 39.54%
3 Industrials 10.55%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$473M 39.54%
9,312,976
2
$426M 35.66%
8,783,082
+191,075
3
$126M 10.55%
760,062
4
$120M 10.06%
690,000
5
$40.9M 3.42%
34,935,485
6
$7.49M 0.63%
1,167,685
7
$1.65M 0.14%
85,219
8
-4,229,652