EWM

Essex Woodlands Management Portfolio holdings

AUM $307M
1-Year Est. Return 2.94%
This Quarter Est. Return
1 Year Est. Return
+2.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
-$86.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$11

Top Sells

1 +$1.39M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$214M 61.81%
28,195,249
2
$119M 34.37%
13,021,324
3
$6.34M 1.83%
1,169,857
4
$5.02M 1.45%
4,110,709
5
$1.61M 0.47%
1,105,941
6
$276K 0.08%
99,021
+4
7
-457,085