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
$1.3B
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$10.2M

Sector Composition

1 Healthcare 34.7%
2 Consumer Staples 33.2%
3 Industrials 23.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$433M 33.2%
8,295,690
2
$400M 30.68%
10,768,431
3
$304M 23.3%
760,062
4
$115M 8.81%
519,920
-46,080
5
$37.7M 2.89%
41,666,255
6
$14M 1.08%
4,929,066
7
$570K 0.04%
85,219