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
$109M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M

Top Sells

1
+$7.35M
2
+$6.62M
3
+$590K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 30.91%
+2,742,239
2
$19.3M 17.74%
1,074,316
3
$15.7M 14.44%
1,030,689
4
$11.1M 10.22%
388,766
5
$10.7M 9.87%
25,610
-15,786
6
$6.1M 5.6%
1,455,904
7
– –
0
8
$3.6M 3.3%
67,841
9
$3.16M 2.9%
2,164
10
$263K 0.24%
3,362
11
$84K 0.08%
8,293
12
– –
-7,952