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BC

Broadwood Capital Portfolio holdings

AUM $1.42B
1-Year Est. Return 34.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$33.7M
2
+$577K
3
+$312K
4
SER icon
Serina Therapeutics
SER
+$10.8K

Sector Composition

1 Consumer Staples 33.59%
2 Industrials 30.1%
3 Healthcare 29.36%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$555M 33.59%
8,250,428
-5,000
2
$498M 30.1%
693,504
-760
3
$363M 21.97%
13,519,491
4
$115M 6.95%
474,920
5
$83.8M 5.07%
49,560,992
6
$37.9M 2.29%
11,410,100
7
$446K 0.03%
83,195
-2,024
8
– –
0
9
– –
0
10
– –
0
11
– –
0
12
– –
-3,782,821
13
– –
0