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
$347M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$230M

Top Sells

1
+$18.8M
2
+$268K

Sector Composition

1 Healthcare 83.91%
2 Consumer Discretionary 16.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$230M 66.28%
+6,469,911
2
$55.8M 16.09%
3,854,080
-1,300,000
3
$32M 9.24%
646,364
4
$7.08M 2.04%
1,455,904
5
$6.23M 1.8%
25,497
6
$5.01M 1.45%
1,030,689
7
$4.89M 1.41%
388,766
8
$3.87M 1.12%
67,841
9
$1.53M 0.44%
3,992
10
– –
0
11
$92K 0.03%
8,293
12
$50K 0.01%
4,197