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
$310M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$349K

Top Sells

1
+$5.12M
2
+$35.9K

Sector Composition

1 Consumer Discretionary 62.56%
2 Healthcare 37.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$194M 62.56%
+6,704,080
2
$53.9M 17.39%
2,742,239
3
$18.2M 5.89%
1,074,316
4
$12.9M 4.16%
1,030,689
5
$8.61M 2.78%
388,766
6
$8.11M 2.62%
25,497
-113
7
$5.52M 1.78%
1,455,904
8
$3.27M 1.06%
2,164
9
– –
0
10
$2.28M 0.74%
67,841
11
$602K 0.19%
7,995
+4,633
12
$82K 0.03%
8,293