EWM

Essex Woodlands Management Portfolio holdings

AUM $279M
1-Year Est. Return 29.39%
This Quarter Est. Return
1 Year Est. Return
+29.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$35.1M

Top Sells

1 +$58.7M
2 +$13.7M

Sector Composition

1 Healthcare 96.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$186M 43.3%
3,711,111
2
$91.7M 21.3%
3,342,047
-500,000
3
$74.9M 17.4%
9,353,304
4
$53M 12.3%
2,547,039
+1,686,407
5
$13.6M 3.16%
125,747
6
$9.32M 2.16%
1,170,370
7
$933K 0.22%
10,483
8
$704K 0.16%
1,956,397
9
-201,818