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
$451M
AUM Growth
-$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M

Top Sells

1 +$24M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$171M 38.01%
12,096,702
2
$142M 31.43%
23,376,623
3
$43.7M 9.69%
4,190,921
4
$31.2M 6.92%
75,260
5
$25.1M 5.56%
1,833,989
+253,900
6
$20.2M 4.48%
1,276,645
7
$13.2M 2.92%
472,590
-861,102
8
$4.19M 0.93%
1,105,941
9
$323K 0.07%
10,483