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
$801M
AUM Growth
+$454M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$241M

Top Sells

1
+$404K
2
+$346K
3
+$210K

Sector Composition

1 Healthcare 60.55%
2 Technology 30.04%
3 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$398M 49.71%
6,469,911
2
$241M 30.04%
+1,733,467
3
$75.3M 9.41%
3,854,080
4
$48.6M 6.08%
646,364
5
$11M 1.38%
994,315
-36,374
6
$9.4M 1.17%
25,497
7
$7.38M 0.92%
388,766
8
$5.74M 0.72%
1,404,515
-51,389
9
$2.71M 0.34%
67,841
10
$1.14M 0.14%
3,992
11
– –
0
12
$128K 0.02%
8,293
13
$67K 0.01%
4,197