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
$380M
AUM Growth
-$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$33.9M
2
+$32.9M
3
+$25.2M
4
AI icon
C3.ai
AI
+$22.9M
5
KALV icon
KalVista Pharmaceuticals
KALV
+$7.38M

Sector Composition

1 Healthcare 61.94%
2 Technology 24.04%
3 Consumer Discretionary 14.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$180M 47.32%
5,469,911
-1,000,000
2
$91.4M 24.04%
1,386,774
-346,693
3
$53.3M 14.01%
2,354,080
-1,500,000
4
$29.1M 7.65%
346,364
-300,000
5
$7.12M 1.87%
1,404,515
6
$6.77M 1.78%
25,497
7
$6.15M 1.62%
497,158
-497,157
8
$3.61M 0.95%
67,841
9
$1.55M 0.41%
3,992
10
– –
0
11
$148K 0.04%
8,293
12
$85K 0.02%
4,197
13
– –
-388,766