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
$201M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$9.41K

Top Sells

1 +$3.36M

Sector Composition

1 Healthcare 99.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75M 37.35%
4,190,922
+526
2
$57.7M 28.73%
2,739,751
3
$52.7M 26.22%
3,342,047
4
$9.69M 4.82%
1,170,370
5
0
6
$1.29M 0.64%
1,257,468
+1,131,721
7
$640K 0.32%
10,483
8
$352K 0.18%
1,956,397