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
$205M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$1.3M

Top Sells

1
+$65.8M
2
+$5.28M
3
+$4.21M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.9M 38.51%
2,021,738
2
$33M 16.14%
1,030,689
3
$23M 11.25%
1,074,316
4
$19.2M 9.37%
53,320
5
$15.5M 7.58%
2,164
+808
6
$10.6M 5.19%
1,455,904
7
– –
0
8
$8.6M 4.2%
388,766
+58,824
9
$5.97M 2.92%
67,841
10
$218K 0.11%
3,362
-1,015,000
11
$109K 0.05%
8,293
12
– –
-1,080,272