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
$242M
AUM Growth
+$55K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M

Top Sells

1 +$3.43M
2 +$140K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$84.7M 34.99%
12,096,702
2
$67.2M 27.77%
23,415,584
3
$35M 14.47%
4,110,709
+545,000
4
$33.1M 13.7%
4,190,921
5
$12.3M 5.1%
457,085
6
$7.19M 2.97%
128,300
7
$2.4M 0.99%
1,105,941
8
-10,483
9
-1,992,526