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
$1.28B
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.95M

Top Sells

1 +$22.4M

Sector Composition

1 Consumer Staples 34.06%
2 Industrials 33.54%
3 Healthcare 23.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$436M 34.06%
8,295,690
2
$429M 33.54%
722,421
-37,641
3
$264M 20.59%
10,848,631
+80,200
4
$115M 8.98%
519,920
5
$20.9M 1.64%
41,666,255
6
$14.9M 1.16%
6,244,405
+1,315,339
7
$427K 0.03%
85,219