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
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$9.96M
2 +$8.83M

Top Sells

1 +$11.4M

Sector Composition

1 Consumer Staples 36.95%
2 Healthcare 36.24%
3 Industrials 17.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$492M 36.95%
8,295,690
-192,327
2
$412M 30.97%
10,768,430
+230,595
3
$238M 17.87%
760,062
4
$119M 8.94%
566,000
5
$61.7M 4.63%
41,666,255
+6,730,770
6
$7.35M 0.55%
2,509,066
7
$1.15M 0.09%
85,219