IVM

InterWest Venture Management Portfolio holdings

AUM $20.6M
1-Year Est. Return 48.5%
This Quarter Est. Return
1 Year Est. Return
+48.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
-$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M

Top Sells

1 +$23.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$168M 57.29%
2,021,738
2
$26.1M 8.93%
1,018,362
3
$22.3M 7.63%
53,320
4
$20.4M 6.98%
1,074,316
5
0
6
$15.4M 5.28%
+1,356
7
$9.23M 3.15%
67,841
8
$6.7M 2.29%
1,080,272
9
$5.24M 1.79%
1,455,904
10
$3.22M 1.1%
329,942
11
$23K 0.01%
8,293