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
$1.34B
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 39.99%
2 Healthcare 39.26%
3 Industrials 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$535M 39.99%
9,312,976
2
$462M 34.52%
8,783,082
3
$148M 11.09%
760,062
4
$129M 9.66%
690,000
5
$49.3M 3.68%
34,935,485
6
$11.5M 0.86%
2,509,067
+1,341,382
7
$2.68M 0.2%
85,219