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
$640M
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$185M
2 +$40.1M
3 +$1.56M

Top Sells

1 +$16.3M
2 +$4.5M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$241M 37.64%
23,376,623
+3,896,104
2
$185M 28.89%
+12,096,702
3
$77.1M 12.06%
2,759,950
-582,097
4
$42.6M 6.66%
4,190,921
5
$35.7M 5.57%
1,759,699
-222,189
6
$29.2M 4.56%
75,260
7
$23.5M 3.68%
1,580,089
+104,796
8
$5.58M 0.87%
1,105,941
9
$396K 0.06%
10,483