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
$1.12B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M

Top Sells

1 +$43M
2 +$21.9M
3 +$3

Sector Composition

1 Consumer Staples 40.02%
2 Healthcare 37.64%
3 Industrials 13.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$450M 40.02%
8,501,236
-811,740
2
$372M 33.1%
9,264,427
+481,345
3
$151M 13.45%
760,062
4
$100M 8.89%
566,000
-124,000
5
$41.2M 3.67%
34,935,485
6
$7.83M 0.7%
2,509,066
-1
7
$2.04M 0.18%
85,219