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
$1.17B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$39.7M

Top Sells

1 +$762K

Sector Composition

1 Consumer Staples 41.68%
2 Healthcare 31.91%
3 Industrials 16.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$489M 41.68%
8,488,017
-13,219
2
$329M 28.03%
10,537,835
+1,273,408
3
$196M 16.73%
760,062
4
$114M 9.68%
566,000
5
$38.1M 3.25%
34,935,485
6
$6.27M 0.53%
2,509,066
7
$1.15M 0.1%
85,219