EWM

Essex Woodlands Management Portfolio holdings

AUM $279M
1-Year Return 29.39%
This Quarter Return
+11.15%
1 Year Return
+29.39%
3 Year Return
+195.65%
5 Year Return
+90.32%
10 Year Return
+273.6%
AUM
$640M
AUM Growth
+$254M
Cap. Flow
+$206M
Cap. Flow %
32.16%
Top 10 Hldgs %
100%
Holding
9
New
1
Increased
2
Reduced
2
Closed
–

Top Buys

1
BVS icon
Bioventus
BVS
+$185M
2
MDXG icon
MiMedx Group
MDXG
+$40.1M
3
TELA icon
TELA Bio
TELA
+$1.56M

Top Sells

1
RVNC
Revance Therapeutics, Inc.
RVNC
+$16.3M
2
AXGN icon
Axogen
AXGN
+$4.5M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MDXG icon
1
MiMedx Group
MDXG
$1.03B
$241M 37.64%
23,376,623
+3,896,104
+20% +$40.1M
BVS icon
2
Bioventus
BVS
$461M
$185M 28.89%
+12,096,702
New +$185M
RVNC
3
DELISTED
Revance Therapeutics, Inc.
RVNC
$77.1M 12.06%
2,759,950
-582,097
-17% -$16.3M
EYPT icon
4
EyePoint Pharmaceuticals
EYPT
$963M
$42.6M 6.66%
4,190,921
– –
AXGN icon
5
Axogen
AXGN
$774M
$35.7M 5.57%
1,759,699
-222,189
-11% -$4.5M
VERO icon
6
Venus Concept
VERO
$4.24M
$29.2M 4.56%
75,260
– –
TELA icon
7
TELA Bio
TELA
$63.4M
$23.5M 3.68%
1,580,089
+104,796
+7% +$1.56M
MNOV icon
8
MediciNova
MNOV
$60.8M
$5.59M 0.87%
1,105,941
– –
GYRE icon
9
Gyre Therapeutics
GYRE
$695M
$396K 0.06%
10,483
– –