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
$261M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$68.2K

Top Sells

1
+$2.48M

Sector Composition

1 Consumer Discretionary 57.52%
2 Healthcare 42.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$150M 57.52%
6,704,080
2
$62.3M 23.91%
2,745,244
+3,005
3
$13.7M 5.26%
1,074,316
4
$8.56M 3.29%
1,030,689
5
$7.84M 3.01%
25,497
6
$6.06M 2.32%
1,455,904
7
$4.51M 1.73%
388,766
8
$3.48M 1.34%
2,164
9
$2.71M 1.04%
67,841
10
– –
0
11
$709K 0.27%
11,351
+3,356
12
$75K 0.03%
8,293