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
$188M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M

Top Sells

1 +$5.21M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$84M 44.64%
3,342,047
2
$28.8M 15.31%
75,260
3
$24.4M 12.97%
1,475,293
+83,525
4
$23M 12.25%
1,981,888
-448,111
5
$21.8M 11.58%
4,190,922
6
$5.79M 3.08%
1,105,941
7
$338K 0.18%
10,483
8
$3K ﹤0.01%
125,747